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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 | $42,194 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.76% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $12,707 | $5,245+142.2% | $4,815+163.9% | $4,741+168.0% |
| Participant deferral / active EE | $8,122 | $7,801+4.1% | $7,448+9.1% | $6,401+26.9% |
| Admin fee / account holder | $478 | $11,568-95.9% | $10,007-95.2% | $11,429-95.8% |