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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 | $25,597 | $138,102-81.5% | $125,381-79.6% | $134,532-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.66% | 750.73%-757.4pp | 572.31%-579.0pp | 418.27%-424.9pp |
| Employer contribution / active EE | $6,347 | $5,245+21.0% | $4,815+31.8% | $4,741+33.9% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $6,324 | $11,568-45.3% | $10,007-36.8% | $11,429-44.7% |