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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 | $29,548 | $138,114-78.6% | $125,391-76.4% | $134,545-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.75% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $12,794 | $5,246+143.9% | $4,816+165.7% | $4,742+169.8% |
| Participant deferral / active EE | $4,566 | $7,801-41.5% | $7,448-38.7% | $6,401-28.7% |
| Admin fee / account holder | $442 | $11,570-96.2% | $10,009-95.6% | $11,431-96.1% |