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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 | $21,734 | $138,114-84.3% | $125,391-82.7% | $134,545-83.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.88% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,457 | $5,246-34.1% | $4,816-28.2% | $4,742-27.1% |
| Participant deferral / active EE | $20,457 | $7,801+162.2% | $7,448+174.7% | $6,401+219.6% |
| Admin fee / account holder | $637 | $11,570-94.5% | $10,009-93.6% | $11,431-94.4% |