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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 | $37,197 | $138,102-73.1% | $125,381-70.3% | $134,532-72.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.14% | 750.73%-767.9pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,606 | $5,245-69.4% | $4,815-66.6% | $4,741-66.1% |
| Participant deferral / active EE | $14,769 | $7,801+89.3% | $7,448+98.3% | $6,401+130.7% |
| Admin fee / account holder | $476 | $11,568-95.9% | $10,007-95.2% | $11,429-95.8% |