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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,865 | $138,078-72.6% | $125,363-69.8% | $134,509-71.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.44% | 750.49%-770.9pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,783 | $5,245-27.9% | $4,815-21.4% | $4,741-20.2% |
| Participant deferral / active EE | $11,513 | $7,800+47.6% | $7,447+54.6% | $6,400+79.9% |
| Admin fee / account holder | $10,000 | $11,566-13.5% | $10,005-0.1% | $11,427-12.5% |