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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 | $20,731 | $138,102-85.0% | $125,381-83.5% | $134,532-84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,984 | $5,245-24.1% | $4,815-17.3% | $4,741-16.0% |
| Participant deferral / active EE | $7,887 | $7,801+1.1% | $7,448+5.9% | $6,401+23.2% |
| Admin fee / account holder | $12,026 | $11,568+4.0% | $10,007+20.2% | $11,429+5.2% |