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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 | $62,707 | $138,114-54.6% | $125,391-50.0% | $134,545-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.84% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $7,575 | $5,246+44.4% | $4,816+57.3% | $4,742+59.8% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $1,126 | $11,570-90.3% | $10,009-88.8% | $11,431-90.2% |