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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 | $40,085 | $138,102-71.0% | $125,381-68.0% | $134,532-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.60% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $2,271 | $5,245-56.7% | $4,815-52.8% | $4,741-52.1% |
| Participant deferral / active EE | $7,683 | $7,801-1.5% | $7,448+3.2% | $6,401+20.0% |
| Admin fee / account holder | $594 | $11,568-94.9% | $10,007-94.1% | $11,429-94.8% |