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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 | $25,948 | $138,102-81.2% | $125,381-79.3% | $134,532-80.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.57% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,207 | $5,245-77.0% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $855 | $11,568-92.6% | $10,007-91.5% | $11,429-92.5% |