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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 | $84,895 | $138,102-38.5% | $125,381-32.3% | $134,532-36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.38% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,250 | $5,245-57.1% | $4,815-53.3% | $4,741-52.5% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $355 | $11,568-96.9% | $10,007-96.5% | $11,429-96.9% |