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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 | $45,605 | $138,076-67.0% | $123,553-63.1% | $135,380-66.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.44% | 153.70%-154.1pp | 119.21%-119.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $12,500 | $5,152+142.6% | $4,628+170.1% | $4,779+161.6% |
| Participant deferral / active EE | $18,215 | $6,800+167.9% | $6,426+183.5% | $5,609+224.7% |
| Admin fee / account holder | $10,000 | $10,917-8.4% | $9,284+7.7% | $10,828-7.6% |