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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 | $43,448 | $138,114-68.5% | $125,391-65.4% | $134,545-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $10,449 | $5,246+99.2% | $4,816+117.0% | $4,742+120.4% |
| Participant deferral / active EE | $10,048 | $7,801+28.8% | $7,448+34.9% | $6,401+57.0% |
| Admin fee / account holder | $1,642 | $11,570-85.8% | $10,009-83.6% | $11,431-85.6% |