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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 | $62,158 | $138,102-55.0% | $125,381-50.4% | $134,532-53.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.84% | 750.73%-762.6pp | 572.31%-584.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $12,536 | $5,245+139.0% | $4,815+160.3% | $4,741+164.4% |
| Participant deferral / active EE | $9,064 | $7,801+16.2% | $7,448+21.7% | $6,401+41.6% |
| Admin fee / account holder | $7,987 | $11,568-31.0% | $10,007-20.2% | $11,429-30.1% |