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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 | $28,755 | $138,102-79.2% | $125,381-77.1% | $134,532-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.98% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,831 | $5,245-27.0% | $4,815-20.4% | $4,741-19.2% |
| Participant deferral / active EE | $6,218 | $7,801-20.3% | $7,448-16.5% | $6,401-2.9% |
| Admin fee / account holder | $557 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |