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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 | $32,233 | $138,102-76.7% | $125,381-74.3% | $134,532-76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.35% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,992 | $5,245-23.9% | $4,815-17.1% | $4,741-15.8% |
| Participant deferral / active EE | $7,444 | $7,801-4.6% | $7,448-0.1% | $6,401+16.3% |
| Admin fee / account holder | $485 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |