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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 | $66,298 | $138,114-52.0% | $125,391-47.1% | $134,545-50.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.94% | 750.88%-768.8pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $9,074 | $5,246+73.0% | $4,816+88.4% | $4,742+91.4% |
| Participant deferral / active EE | $7,940 | $7,801+1.8% | $7,448+6.6% | $6,401+24.0% |
| Admin fee / account holder | $220,944 | $11,570+1809.6% | $10,009+2107.5% | $11,431+1832.9% |