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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 | $27,631 | $138,102-80.0% | $125,381-78.0% | $134,532-79.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.90% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,526 | $5,245-51.9% | $4,815-47.5% | $4,741-46.7% |
| Participant deferral / active EE | $5,050 | $7,801-35.3% | $7,448-32.2% | $6,401-21.1% |
| Admin fee / account holder | $15,858 | $11,568+37.1% | $10,007+58.5% | $11,429+38.8% |