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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 | $23,769 | $138,114-82.8% | $125,391-81.0% | $134,545-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.49% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $5,517 | $5,246+5.2% | $4,816+14.6% | $4,742+16.4% |
| Participant deferral / active EE | $19,473 | $7,801+149.6% | $7,448+161.4% | $6,401+204.2% |
| Admin fee / account holder | $174,343 | $11,570+1406.8% | $10,009+1641.9% | $11,431+1425.2% |