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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 | $67,963 | $138,114-50.8% | $125,391-45.8% | $134,545-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.67% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $11,723 | $5,246+123.5% | $4,816+143.4% | $4,742+147.2% |
| Participant deferral / active EE | $13,981 | $7,801+79.2% | $7,448+87.7% | $6,401+118.4% |
| Admin fee / account holder | $386 | $11,570-96.7% | $10,009-96.1% | $11,431-96.6% |