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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 | $40,971 | $138,102-70.3% | $125,381-67.3% | $134,532-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.69% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $3,588 | $5,245-31.6% | $4,815-25.5% | $4,741-24.3% |
| Participant deferral / active EE | $19,988 | $7,801+156.2% | $7,448+168.4% | $6,401+212.3% |
| Admin fee / account holder | $264,295 | $11,568+2184.7% | $10,007+2541.1% | $11,429+2212.6% |