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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 | $15,299 | $190,879-92.0% | $160,009-90.4% | $134,532-88.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.19% | 552.63%-572.8pp | 408.85%-429.0pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,117 | $4,995-37.6% | $4,225-26.2% | $4,741-34.3% |
| Participant deferral / active EE | $3,990 | $6,924-42.4% | $6,183-35.5% | $6,401-37.7% |
| Admin fee / account holder | $1,525 | $10,495-85.5% | $8,715-82.5% | $11,429-86.7% |