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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 | $58,702 | $138,068-57.5% | $125,358-53.2% | $134,493-56.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.03% | 750.30%-769.3pp | 572.03%-591.1pp | 418.01%-437.0pp |
| Employer contribution / active EE | $2,588 | $5,244-50.7% | $4,814-46.2% | $4,740-45.4% |
| Participant deferral / active EE | $13,941 | $7,799+78.7% | $7,447+87.2% | $6,400+117.8% |
| Admin fee / account holder | $356 | $11,568-96.9% | $10,007-96.4% | $11,425-96.9% |