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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 | $47,385 | $138,102-65.7% | $125,381-62.2% | $134,532-64.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.88% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $9,500 | $5,245+81.1% | $4,815+97.3% | $4,741+100.4% |
| Participant deferral / active EE | $5,177 | $7,801-33.6% | $7,448-30.5% | $6,401-19.1% |
| Admin fee / account holder | $515 | $11,568-95.5% | $10,007-94.8% | $11,429-95.5% |