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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 | $28,084 | $138,102-79.7% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $6,324 | $5,245+20.6% | $4,815+31.3% | $4,741+33.4% |
| Participant deferral / active EE | $7,701 | $7,801-1.3% | $7,448+3.4% | $6,401+20.3% |
| Admin fee / account holder | $318 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |