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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 | $83,257 | $138,102-39.7% | $125,381-33.6% | $134,532-38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.32% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $11,690 | $5,245+122.9% | $4,815+142.8% | $4,741+146.6% |
| Participant deferral / active EE | $6,320 | $7,801-19.0% | $7,448-15.1% | $6,401-1.3% |
| Admin fee / account holder | $481 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |