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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 | $27,144 | $138,078-80.3% | $125,363-78.3% | $134,509-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,352 | $5,245-55.2% | $4,815-51.2% | $4,741-50.4% |
| Participant deferral / active EE | $6,678 | $7,800-14.4% | $7,447-10.3% | $6,400+4.3% |
| Admin fee / account holder | $358 | $11,566-96.9% | $10,005-96.4% | $11,427-96.9% |