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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 | $30,282 | $138,114-78.1% | $125,391-75.9% | $134,545-77.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.48% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,335 | $5,246-55.5% | $4,816-51.5% | $4,742-50.7% |
| Participant deferral / active EE | $8,439 | $7,801+8.2% | $7,448+13.3% | $6,401+31.8% |
| Admin fee / account holder | $547 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |