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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 | $48,235 | $138,102-65.1% | $125,381-61.5% | $134,532-64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,359 | $5,245-16.9% | $4,815-9.5% | $4,741-8.1% |
| Participant deferral / active EE | $17,142 | $7,801+119.8% | $7,448+130.2% | $6,401+167.8% |
| Admin fee / account holder | $730 | $11,568-93.7% | $10,007-92.7% | $11,429-93.6% |