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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 | $38,063 | $138,114-72.4% | $125,391-69.6% | $134,545-71.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.72% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $11,578 | $5,246+120.7% | $4,816+140.4% | $4,742+144.2% |
| Participant deferral / active EE | $5,859 | $7,801-24.9% | $7,448-21.3% | $6,401-8.5% |
| Admin fee / account holder | $2,371 | $11,570-79.5% | $10,009-76.3% | $11,431-79.3% |