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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 | $65,289 | $138,102-52.7% | $125,381-47.9% | $134,532-51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $12,997 | $5,245+147.8% | $4,815+169.9% | $4,741+174.1% |
| Participant deferral / active EE | $14,540 | $7,801+86.4% | $7,448+95.2% | $6,401+127.2% |
| Admin fee / account holder | $1,857 | $11,568-83.9% | $10,007-81.4% | $11,429-83.7% |