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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 | $53,742 | $138,114-61.1% | $125,391-57.1% | $134,545-60.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.22% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.6pp |
| Employer contribution / active EE | $18,205 | $5,246+247.0% | $4,816+278.0% | $4,742+283.9% |
| Participant deferral / active EE | $10,815 | $7,801+38.6% | $7,448+45.2% | $6,401+68.9% |
| Admin fee / account holder | $1,145 | $11,570-90.1% | $10,009-88.6% | $11,431-90.0% |