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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 | $26,844 | $138,078-80.6% | $125,363-78.6% | $134,509-80.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.47% | 750.49%-763.0pp | 572.15%-584.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $6,471 | $5,245+23.4% | $4,815+34.4% | $4,741+36.5% |
| Participant deferral / active EE | $13,423 | $7,800+72.1% | $7,447+80.2% | $6,400+109.7% |
| Admin fee / account holder | $1,483 | $11,566-87.2% | $10,005-85.2% | $11,427-87.0% |