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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 | $78,909 | $138,114-42.9% | $125,391-37.1% | $134,545-41.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.05% | 750.88%-758.9pp | 572.41%-580.5pp | 418.37%-426.4pp |
| Employer contribution / active EE | $9,140 | $5,246+74.2% | $4,816+89.8% | $4,742+92.8% |
| Participant deferral / active EE | $5,424 | $7,801-30.5% | $7,448-27.2% | $6,401-15.3% |
| Admin fee / account holder | $6,423 | $11,570-44.5% | $10,009-35.8% | $11,431-43.8% |