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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 | $19,606 | $138,078-85.8% | $125,363-84.4% | $134,509-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.50% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $5,225 | $5,245-0.4% | $4,815+8.5% | $4,741+10.2% |
| Participant deferral / active EE | $4,320 | $7,800-44.6% | $7,447-42.0% | $6,400-32.5% |
| Admin fee / account holder | $2,380 | $11,566-79.4% | $10,005-76.2% | $11,427-79.2% |