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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 | $67,474 | $160,059-57.8% | $140,019-51.8% | $135,382-50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.58% | 911.44%-914.0pp | 651.15%-653.7pp | 519.77%-522.4pp |
| Employer contribution / active EE | $11,050 | $6,420+72.1% | $5,605+97.1% | $4,779+131.2% |
| Participant deferral / active EE | $8,766 | $7,641+14.7% | $6,927+26.6% | $5,609+56.3% |
| Admin fee / account holder | $22,382 | $13,328+67.9% | $10,705+109.1% | $10,829+106.7% |