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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 | $52,458 | $138,114-62.0% | $125,391-58.2% | $134,545-61.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $9,082 | $5,246+73.1% | $4,816+88.6% | $4,742+91.5% |
| Participant deferral / active EE | $14,356 | $7,801+84.0% | $7,448+92.7% | $6,401+124.3% |
| Admin fee / account holder | $402 | $11,570-96.5% | $10,009-96.0% | $11,431-96.5% |