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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 | $23,061 | $138,102-83.3% | $125,381-81.6% | $134,532-82.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.36% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,442 | $5,245-53.4% | $4,815-49.3% | $4,741-48.5% |
| Participant deferral / active EE | $4,699 | $7,801-39.8% | $7,448-36.9% | $6,401-26.6% |
| Admin fee / account holder | $696 | $11,568-94.0% | $10,007-93.0% | $11,429-93.9% |