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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 | $39,626 | $138,114-71.3% | $125,391-68.4% | $134,545-70.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.66% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $12,325 | $5,246+134.9% | $4,816+155.9% | $4,742+159.9% |
| Participant deferral / active EE | $19,735 | $7,801+153.0% | $7,448+165.0% | $6,401+208.3% |
| Admin fee / account holder | $305 | $11,570-97.4% | $10,009-97.0% | $11,431-97.3% |