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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 | $74,554 | $92,743-19.6% | $82,744-9.9% | $134,532-44.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.96% | 946.63%-951.6pp | 702.22%-707.2pp | 418.27%-423.2pp |
| Employer contribution / active EE | $9,753 | $3,273+198.0% | $3,008+224.2% | $4,741+105.7% |
| Participant deferral / active EE | $5,676 | $4,802+18.2% | $4,395+29.2% | $6,401-11.3% |
| Admin fee / account holder | $156,007 | $5,977+2510.0% | $5,325+2829.8% | $11,429+1265.1% |