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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 | $22,060 | $138,114-84.0% | $125,391-82.4% | $134,545-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,307 | $5,246-17.9% | $4,816-10.6% | $4,742-9.2% |
| Participant deferral / active EE | $8,166 | $7,801+4.7% | $7,448+9.6% | $6,401+27.6% |
| Admin fee / account holder | $6,074 | $11,570-47.5% | $10,009-39.3% | $11,431-46.9% |