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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 | $18,143 | $138,102-86.9% | $125,381-85.5% | $134,532-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,458 | $5,245-53.1% | $4,815-48.9% | $4,741-48.1% |
| Participant deferral / active EE | $10,508 | $7,801+34.7% | $7,448+41.1% | $6,401+64.2% |
| Admin fee / account holder | $3,145 | $11,568-72.8% | $10,007-68.6% | $11,429-72.5% |