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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 | $52,800 | $180,462-70.7% | $154,111-65.7% | $135,379-61.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.38% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $8,324 | $6,036+37.9% | $5,298+57.1% | $4,779+74.2% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $23,085 | $16,145+43.0% | $13,411+72.1% | $10,828+113.2% |