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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 | $78,573 | $190,879-58.8% | $160,009-50.9% | $134,532-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.13% | 552.63%-571.8pp | 408.85%-428.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $4,723 | $4,995-5.4% | $4,225+11.8% | $4,741-0.4% |
| Participant deferral / active EE | $13,097 | $6,924+89.2% | $6,183+111.8% | $6,401+104.6% |
| Admin fee / account holder | $6,099 | $10,495-41.9% | $8,715-30.0% | $11,429-46.6% |