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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 | $34,901 | $190,879-81.7% | $160,009-78.2% | $134,532-74.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.54% | 552.63%-566.2pp | 408.85%-422.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,549 | $4,995-49.0% | $4,225-39.7% | $4,741-46.2% |
| Participant deferral / active EE | $6,847 | $6,924-1.1% | $6,183+10.7% | $6,401+7.0% |
| Admin fee / account holder | $23,290 | $10,495+121.9% | $8,715+167.3% | $11,429+103.8% |