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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 | $52,623 | $138,102-61.9% | $125,381-58.0% | $134,532-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.62% | 750.73%-754.3pp | 572.31%-575.9pp | 418.27%-421.9pp |
| Employer contribution / active EE | $16,677 | $5,245+217.9% | $4,815+246.3% | $4,741+251.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $375 | $11,568-96.8% | $10,007-96.3% | $11,429-96.7% |