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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 | $20,453 | $138,102-85.2% | $125,381-83.7% | $134,532-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.68% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $4,614 | $5,245-12.0% | $4,815-4.2% | $4,741-2.7% |
| Participant deferral / active EE | $5,906 | $7,801-24.3% | $7,448-20.7% | $6,401-7.7% |
| Admin fee / account holder | $4,377 | $11,568-62.2% | $10,007-56.3% | $11,429-61.7% |