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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 | $15,943 | $138,114-88.5% | $125,391-87.3% | $134,545-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $7,055 | $5,246+34.5% | $4,816+46.5% | $4,742+48.8% |
| Participant deferral / active EE | $10,126 | $7,801+29.8% | $7,448+36.0% | $6,401+58.2% |
| Admin fee / account holder | $965 | $11,570-91.7% | $10,009-90.4% | $11,431-91.6% |