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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 | $42,398 | $138,114-69.3% | $125,391-66.2% | $134,545-68.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,266 | $5,246-75.9% | $4,816-73.7% | $4,742-73.3% |
| Participant deferral / active EE | $9,750 | $7,801+25.0% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $438 | $11,570-96.2% | $10,009-95.6% | $11,431-96.2% |