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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 | $78,854 | $138,114-42.9% | $125,391-37.1% | $134,545-41.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.23% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $9,502 | $5,246+81.1% | $4,816+97.3% | $4,742+100.4% |
| Participant deferral / active EE | $15,950 | $7,801+104.5% | $7,448+114.1% | $6,401+149.2% |
| Admin fee / account holder | $34,230 | $11,570+195.8% | $10,009+242.0% | $11,431+199.5% |