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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 | $43,450 | $138,102-68.5% | $125,381-65.3% | $134,532-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.14% | 750.73%-767.9pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $15,975 | $5,245+204.5% | $4,815+231.7% | $4,741+236.9% |
| Participant deferral / active EE | $7,012 | $7,801-10.1% | $7,448-5.9% | $6,401+9.5% |
| Admin fee / account holder | $641 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |