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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 | $73,660 | $135,639-45.7% | $110,241-33.2% | $135,382-45.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.72% | 513.21%-516.9pp | 314.75%-318.5pp | 519.77%-523.5pp |
| Employer contribution / active EE | $1,889 | $4,907-61.5% | $3,827-50.6% | $4,779-60.5% |
| Participant deferral / active EE | $10,506 | $5,507+90.8% | $4,672+124.9% | $5,609+87.3% |
| Admin fee / account holder | $314 | $11,457-97.3% | $8,548-96.3% | $10,829-97.1% |