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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 | $24,588 | $190,879-87.1% | $160,009-84.6% | $134,532-81.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.17% | 552.63%-571.8pp | 408.85%-428.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,112 | $4,995-57.7% | $4,225-50.0% | $4,741-55.4% |
| Participant deferral / active EE | $10,431 | $6,924+50.6% | $6,183+68.7% | $6,401+63.0% |
| Admin fee / account holder | $2,467 | $10,495-76.5% | $8,715-71.7% | $11,429-78.4% |