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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 | $15,992 | $138,114-88.4% | $125,391-87.2% | $134,545-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.20% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.6pp |
| Employer contribution / active EE | $5,528 | $5,246+5.4% | $4,816+14.8% | $4,742+16.6% |
| Participant deferral / active EE | $6,500 | $7,801-16.7% | $7,448-12.7% | $6,401+1.5% |
| Admin fee / account holder | $239,824 | $11,570+1972.8% | $10,009+2296.2% | $11,431+1998.1% |