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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 | $47,838 | $160,059-70.1% | $140,019-65.8% | $135,380-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.85% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.7pp |
| Employer contribution / active EE | $11,201 | $6,420+74.5% | $5,605+99.8% | $4,779+134.4% |
| Participant deferral / active EE | $5,250 | $7,641-31.3% | $6,927-24.2% | $5,609-6.4% |
| Admin fee / account holder | $31,959 | $13,328+139.8% | $10,705+198.5% | $10,828+195.1% |