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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 | $28,861 | $138,102-79.1% | $125,381-77.0% | $134,532-78.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $3,699 | $5,245-29.5% | $4,815-23.2% | $4,741-22.0% |
| Participant deferral / active EE | $8,498 | $7,801+8.9% | $7,448+14.1% | $6,401+32.8% |
| Admin fee / account holder | $5,994 | $11,568-48.2% | $10,007-40.1% | $11,429-47.5% |