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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 | $19,928 | $138,114-85.6% | $125,391-84.1% | $134,545-85.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.11% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,135 | $5,246-59.3% | $4,816-55.7% | $4,742-55.0% |
| Participant deferral / active EE | $5,762 | $7,801-26.1% | $7,448-22.6% | $6,401-10.0% |
| Admin fee / account holder | $489 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |