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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 | $37,023 | $190,879-80.6% | $160,009-76.9% | $134,532-72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.17% | 552.63%-572.8pp | 408.85%-429.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,426 | $4,995-11.4% | $4,225+4.8% | $4,741-6.6% |
| Participant deferral / active EE | $23,750 | $6,924+243.0% | $6,183+284.1% | $6,401+271.0% |
| Admin fee / account holder | $337 | $10,495-96.8% | $8,715-96.1% | $11,429-97.1% |