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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 | $16,847 | $138,102-87.8% | $125,381-86.6% | $134,532-87.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.93% | 750.73%-759.7pp | 572.31%-581.2pp | 418.27%-427.2pp |
| Employer contribution / active EE | $6,327 | $5,245+20.6% | $4,815+31.4% | $4,741+33.5% |
| Participant deferral / active EE | $10,747 | $7,801+37.8% | $7,448+44.3% | $6,401+67.9% |
| Admin fee / account holder | $2,484 | $11,568-78.5% | $10,007-75.2% | $11,429-78.3% |