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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 | $18,673 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,281 | $5,245-56.5% | $4,815-52.6% | $4,741-51.9% |
| Participant deferral / active EE | $12,964 | $7,801+66.2% | $7,448+74.1% | $6,401+102.5% |
| Admin fee / account holder | $595 | $11,568-94.9% | $10,007-94.1% | $11,429-94.8% |