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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 | $39,366 | $138,102-71.5% | $125,381-68.6% | $134,532-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,460 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $7,469 | $7,801-4.2% | $7,448+0.3% | $6,401+16.7% |
| Admin fee / account holder | $510 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |