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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 | $67,775 | $138,078-50.9% | $125,363-45.9% | $134,509-49.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.81% | 750.49%-757.3pp | 572.15%-579.0pp | 418.13%-424.9pp |
| Employer contribution / active EE | $20,250 | $5,245+286.1% | $4,815+320.6% | $4,741+327.2% |
| Participant deferral / active EE | $20,500 | $7,800+162.8% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $503 | $11,566-95.7% | $10,005-95.0% | $11,427-95.6% |