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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 | $33,565 | $138,102-75.7% | $125,381-73.2% | $134,532-75.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.74% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,871 | $5,245-26.2% | $4,815-19.6% | $4,741-18.4% |
| Participant deferral / active EE | $6,021 | $7,801-22.8% | $7,448-19.2% | $6,401-5.9% |
| Admin fee / account holder | $405 | $11,568-96.5% | $10,007-96.0% | $11,429-96.5% |