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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 | $15,143 | $138,078-89.0% | $125,363-87.9% | $134,509-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,999 | $5,245-42.8% | $4,815-37.7% | $4,741-36.7% |
| Participant deferral / active EE | $8,315 | $7,800+6.6% | $7,447+11.6% | $6,400+29.9% |
| Admin fee / account holder | $2,875 | $11,566-75.1% | $10,005-71.3% | $11,427-74.8% |