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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 | $19,345 | $138,114-86.0% | $125,391-84.6% | $134,545-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.15% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,437 | $5,246-34.5% | $4,816-28.6% | $4,742-27.5% |
| Participant deferral / active EE | $13,384 | $7,801+71.6% | $7,448+79.7% | $6,401+109.1% |
| Admin fee / account holder | $6,659 | $11,570-42.4% | $10,009-33.5% | $11,431-41.7% |