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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 | $15,269 | $138,114-88.9% | $125,391-87.8% | $134,545-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.70% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $4,664 | $5,246-11.1% | $4,816-3.2% | $4,742-1.6% |
| Participant deferral / active EE | $9,460 | $7,801+21.3% | $7,448+27.0% | $6,401+47.8% |
| Admin fee / account holder | $2,072 | $11,570-82.1% | $10,009-79.3% | $11,431-81.9% |