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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 | $17,841 | $138,114-87.1% | $125,391-85.8% | $134,545-86.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.65% | 750.88%-764.5pp | 572.41%-586.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $7,285 | $5,246+38.9% | $4,816+51.3% | $4,742+53.6% |
| Participant deferral / active EE | $2,609 | $7,801-66.6% | $7,448-65.0% | $6,401-59.2% |
| Admin fee / account holder | $7,393 | $11,570-36.1% | $10,009-26.1% | $11,431-35.3% |