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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 | $40,177 | $160,059-74.9% | $140,019-71.3% | $135,379-70.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.81% | 911.44%-916.3pp | 651.15%-656.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $4,851 | $6,420-24.4% | $5,605-13.5% | $4,779+1.5% |
| Participant deferral / active EE | $12,906 | $7,641+68.9% | $6,927+86.3% | $5,609+130.1% |
| Admin fee / account holder | $20,180 | $13,328+51.4% | $10,705+88.5% | $10,828+86.4% |