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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 | $48,410 | $180,459-73.2% | $154,108-68.6% | $135,380-64.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.74% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $11,123 | $6,035+84.3% | $5,298+110.0% | $4,779+132.8% |
| Participant deferral / active EE | $8,540 | $5,806+47.1% | $5,081+68.1% | $5,609+52.3% |
| Admin fee / account holder | $9,947 | $16,145-38.4% | $13,411-25.8% | $10,828-8.1% |