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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 | $20,497 | $138,114-85.2% | $125,391-83.7% | $134,545-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,550 | $5,246-51.4% | $4,816-47.1% | $4,742-46.2% |
| Participant deferral / active EE | $8,413 | $7,801+7.8% | $7,448+12.9% | $6,401+31.4% |
| Admin fee / account holder | $1,813 | $11,570-84.3% | $10,009-81.9% | $11,431-84.1% |