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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 | $58,460 | $138,114-57.7% | $125,391-53.4% | $134,545-56.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $10,835 | $5,246+106.5% | $4,816+125.0% | $4,742+128.5% |
| Participant deferral / active EE | $6,288 | $7,801-19.4% | $7,448-15.6% | $6,401-1.8% |
| Admin fee / account holder | $2,832 | $11,570-75.5% | $10,009-71.7% | $11,431-75.2% |