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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 | $73,023 | $138,114-47.1% | $125,391-41.8% | $134,545-45.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.39% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $8,775 | $5,246+67.3% | $4,816+82.2% | $4,742+85.1% |
| Participant deferral / active EE | $5,198 | $7,801-33.4% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $17,276 | $11,570+49.3% | $10,009+72.6% | $11,431+51.1% |