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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 | $35,928 | $138,114-74.0% | $125,391-71.3% | $134,545-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.88%-770.7pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $7,518 | $5,246+43.3% | $4,816+56.1% | $4,742+58.6% |
| Participant deferral / active EE | $22,482 | $7,801+188.2% | $7,448+201.8% | $6,401+251.2% |
| Admin fee / account holder | $3,842 | $11,570-66.8% | $10,009-61.6% | $11,431-66.4% |