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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 | $133,201 | $190,916-30.2% | $160,037-16.8% | $134,545-1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.99% | 552.79%-569.8pp | 408.95%-425.9pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,307 | $4,996-33.8% | $4,226-21.7% | $4,742-30.3% |
| Participant deferral / active EE | $6,700 | $6,925-3.2% | $6,184+8.3% | $6,401+4.7% |
| Admin fee / account holder | $638 | $10,497-93.9% | $8,716-92.7% | $11,431-94.4% |