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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 | $40,013 | $138,102-71.0% | $125,381-68.1% | $134,532-70.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.02% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $6,864 | $5,245+30.9% | $4,815+42.6% | $4,741+44.8% |
| Participant deferral / active EE | $12,507 | $7,801+60.3% | $7,448+67.9% | $6,401+95.4% |
| Admin fee / account holder | $2,077 | $11,568-82.0% | $10,007-79.2% | $11,429-81.8% |