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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 | $37,704 | $138,114-72.7% | $125,391-69.9% | $134,545-72.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.68% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $9,970 | $5,246+90.1% | $4,816+107.0% | $4,742+110.3% |
| Participant deferral / active EE | $5,908 | $7,801-24.3% | $7,448-20.7% | $6,401-7.7% |
| Admin fee / account holder | $5,461 | $11,570-52.8% | $10,009-45.4% | $11,431-52.2% |