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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 | $39,218 | $138,078-71.6% | $125,363-68.7% | $134,509-70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.49%-765.8pp | 572.15%-587.4pp | 418.13%-433.4pp |
| Employer contribution / active EE | $14,441 | $5,245+175.3% | $4,815+199.9% | $4,741+204.6% |
| Participant deferral / active EE | $10,294 | $7,800+32.0% | $7,447+38.2% | $6,400+60.8% |
| Admin fee / account holder | $764 | $11,566-93.4% | $10,005-92.4% | $11,427-93.3% |