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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 | $35,261 | $138,102-74.5% | $125,381-71.9% | $134,532-73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.71% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $9,680 | $5,245+84.5% | $4,815+101.0% | $4,741+104.2% |
| Participant deferral / active EE | $4,869 | $7,801-37.6% | $7,448-34.6% | $6,401-23.9% |
| Admin fee / account holder | $804 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |