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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 | $31,580 | $138,102-77.1% | $125,381-74.8% | $134,532-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.04% | 750.73%-769.8pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,755 | $5,245-28.4% | $4,815-22.0% | $4,741-20.8% |
| Participant deferral / active EE | $7,920 | $7,801+1.5% | $7,448+6.3% | $6,401+23.7% |
| Admin fee / account holder | $934 | $11,568-91.9% | $10,007-90.7% | $11,429-91.8% |