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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 | $24,464 | $138,114-82.3% | $125,391-80.5% | $134,545-81.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $6,105 | $5,246+16.4% | $4,816+26.8% | $4,742+28.8% |
| Participant deferral / active EE | $10,264 | $7,801+31.6% | $7,448+37.8% | $6,401+60.3% |
| Admin fee / account holder | $1,751 | $11,570-84.9% | $10,009-82.5% | $11,431-84.7% |