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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 | $40,035 | $138,114-71.0% | $125,391-68.1% | $134,545-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.46% | 750.88%-761.3pp | 572.41%-582.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $1,118 | $5,246-78.7% | $4,816-76.8% | $4,742-76.4% |
| Participant deferral / active EE | $4,255 | $7,801-45.5% | $7,448-42.9% | $6,401-33.5% |
| Admin fee / account holder | $637 | $11,570-94.5% | $10,009-93.6% | $11,431-94.4% |