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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 | $20,622 | $138,114-85.1% | $125,391-83.6% | $134,545-84.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.70% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,278 | $5,246-75.6% | $4,816-73.5% | $4,742-73.0% |
| Participant deferral / active EE | $4,529 | $7,801-41.9% | $7,448-39.2% | $6,401-29.3% |
| Admin fee / account holder | $4,778 | $11,570-58.7% | $10,009-52.3% | $11,431-58.2% |