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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 | $20,135 | $138,102-85.4% | $125,381-83.9% | $134,532-85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.89% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $4,295 | $5,245-18.1% | $4,815-10.8% | $4,741-9.4% |
| Participant deferral / active EE | $8,075 | $7,801+3.5% | $7,448+8.4% | $6,401+26.2% |
| Admin fee / account holder | $2,361 | $11,568-79.6% | $10,007-76.4% | $11,429-79.3% |