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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 | $49,173 | $138,068-64.4% | $125,358-60.8% | $134,493-63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.30%-770.6pp | 572.03%-592.3pp | 418.01%-438.3pp |
| Employer contribution / active EE | $6,467 | $5,244+23.3% | $4,814+34.3% | $4,740+36.4% |
| Participant deferral / active EE | $14,470 | $7,799+85.5% | $7,447+94.3% | $6,400+126.1% |
| Admin fee / account holder | $1,602 | $11,568-86.2% | $10,007-84.0% | $11,425-86.0% |