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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 | $17,040 | $138,114-87.7% | $125,391-86.4% | $134,545-87.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.66% | 750.88%-764.5pp | 572.41%-586.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,913 | $5,246-44.5% | $4,816-39.5% | $4,742-38.6% |
| Participant deferral / active EE | $3,351 | $7,801-57.0% | $7,448-55.0% | $6,401-47.7% |
| Admin fee / account holder | $6,924 | $11,570-40.2% | $10,009-30.8% | $11,431-39.4% |