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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 | $31,720 | $138,114-77.0% | $125,391-74.7% | $134,545-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $8,856 | $5,246+68.8% | $4,816+83.9% | $4,742+86.8% |
| Participant deferral / active EE | $9,645 | $7,801+23.6% | $7,448+29.5% | $6,401+50.7% |
| Admin fee / account holder | $4,532 | $11,570-60.8% | $10,009-54.7% | $11,431-60.4% |