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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 | $25,469 | $138,102-81.6% | $125,381-79.7% | $134,532-81.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.80% | 750.73%-760.5pp | 572.31%-582.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $2,762 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $8,793 | $7,801+12.7% | $7,448+18.1% | $6,401+37.4% |
| Admin fee / account holder | $13,340 | $11,568+15.3% | $10,007+33.3% | $11,429+16.7% |