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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 | $27,107 | $138,114-80.4% | $125,391-78.4% | $134,545-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.82% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,250 | $5,246-57.1% | $4,816-53.3% | $4,742-52.5% |
| Participant deferral / active EE | $9,490 | $7,801+21.6% | $7,448+27.4% | $6,401+48.2% |
| Admin fee / account holder | $4,688 | $11,570-59.5% | $10,009-53.2% | $11,431-59.0% |