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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 | $65,643 | $138,102-52.5% | $125,381-47.6% | $134,532-51.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.13% | 750.73%-766.9pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $18,792 | $5,245+258.2% | $4,815+290.3% | $4,741+296.4% |
| Participant deferral / active EE | $5,981 | $7,801-23.3% | $7,448-19.7% | $6,401-6.6% |
| Admin fee / account holder | $903 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |