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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 | $57,818 | $138,102-58.1% | $125,381-53.9% | $134,532-57.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $5,992 | $5,245+14.2% | $4,815+24.4% | $4,741+26.4% |
| Participant deferral / active EE | $15,637 | $7,801+100.5% | $7,448+110.0% | $6,401+144.3% |
| Admin fee / account holder | $21,771 | $11,568+88.2% | $10,007+117.6% | $11,429+90.5% |