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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 | $138,068-71.0% | $125,358-68.1% | $134,493-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.46% | 750.30%-760.8pp | 572.03%-582.5pp | 418.01%-428.5pp |
| Employer contribution / active EE | $1,118 | $5,244-78.7% | $4,814-76.8% | $4,740-76.4% |
| Participant deferral / active EE | $4,255 | $7,799-45.4% | $7,447-42.9% | $6,400-33.5% |
| Admin fee / account holder | $637 | $11,568-94.5% | $10,007-93.6% | $11,425-94.4% |