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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 | $40,822 | $138,102-70.4% | $125,381-67.4% | $134,532-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.36% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $10,503 | $5,245+100.2% | $4,815+118.1% | $4,741+121.5% |
| Participant deferral / active EE | $5,757 | $7,801-26.2% | $7,448-22.7% | $6,401-10.1% |
| Admin fee / account holder | $456 | $11,568-96.1% | $10,007-95.4% | $11,429-96.0% |