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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 | $28,793 | $138,114-79.2% | $125,391-77.0% | $134,545-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.54% | 750.88%-771.4pp | 572.41%-593.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,263 | $5,246-75.9% | $4,816-73.8% | $4,742-73.4% |
| Participant deferral / active EE | $5,238 | $7,801-32.9% | $7,448-29.7% | $6,401-18.2% |
| Admin fee / account holder | $628 | $11,570-94.6% | $10,009-93.7% | $11,431-94.5% |