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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 | $16,273 | $138,114-88.2% | $125,391-87.0% | $134,545-87.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.85% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,982 | $5,246-43.2% | $4,816-38.1% | $4,742-37.1% |
| Participant deferral / active EE | $5,936 | $7,801-23.9% | $7,448-20.3% | $6,401-7.3% |
| Admin fee / account holder | $2,298 | $11,570-80.1% | $10,009-77.0% | $11,431-79.9% |