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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 | $72,114 | $138,102-47.8% | $125,381-42.5% | $134,532-46.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.20% | 750.73%-754.9pp | 572.31%-576.5pp | 418.27%-422.5pp |
| Employer contribution / active EE | $27,144 | $5,245+417.5% | $4,815+463.7% | $4,741+472.5% |
| Participant deferral / active EE | $13,063 | $7,801+67.5% | $7,448+75.4% | $6,401+104.1% |
| Admin fee / account holder | $415 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |