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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 | $16,429 | $138,102-88.1% | $125,381-86.9% | $134,532-87.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.30% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,958 | $5,245-43.6% | $4,815-38.6% | $4,741-37.6% |
| Participant deferral / active EE | $5,749 | $7,801-26.3% | $7,448-22.8% | $6,401-10.2% |
| Admin fee / account holder | $4,731 | $11,568-59.1% | $10,007-52.7% | $11,429-58.6% |