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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 | $54,832 | $138,102-60.3% | $125,381-56.3% | $134,532-59.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.47% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $13,773 | $5,245+162.6% | $4,815+186.0% | $4,741+190.5% |
| Participant deferral / active EE | $11,436 | $7,801+46.6% | $7,448+53.6% | $6,401+78.7% |
| Admin fee / account holder | $557 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |