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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 | $138,078-85.4% | $125,363-83.9% | $134,509-85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.89% | 750.49%-761.4pp | 572.15%-583.0pp | 418.13%-429.0pp |
| Employer contribution / active EE | $4,295 | $5,245-18.1% | $4,815-10.8% | $4,741-9.4% |
| Participant deferral / active EE | $8,075 | $7,800+3.5% | $7,447+8.4% | $6,400+26.2% |
| Admin fee / account holder | $2,361 | $11,566-79.6% | $10,005-76.4% | $11,427-79.3% |