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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 | $21,687 | $138,102-84.3% | $125,381-82.7% | $134,532-83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.21% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $22,096 | $5,245+321.2% | $4,815+358.9% | $4,741+366.1% |
| Participant deferral / active EE | $14,981 | $7,801+92.1% | $7,448+101.2% | $6,401+134.1% |
| Admin fee / account holder | $6,053 | $11,568-47.7% | $10,007-39.5% | $11,429-47.0% |