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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 | $19,770 | $138,114-85.7% | $125,391-84.2% | $134,545-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.39% | 750.88%-763.3pp | 572.41%-584.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $9,269 | $5,246+76.7% | $4,816+92.5% | $4,742+95.5% |
| Participant deferral / active EE | $15,928 | $7,801+104.2% | $7,448+113.8% | $6,401+148.8% |
| Admin fee / account holder | $19,057 | $11,570+64.7% | $10,009+90.4% | $11,431+66.7% |