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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 | $99,830 | $190,879-47.7% | $160,009-37.6% | $134,532-25.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.83% | 552.63%-569.5pp | 408.85%-425.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,934 | $4,995-21.2% | $4,225-6.9% | $4,741-17.0% |
| Participant deferral / active EE | $4,305 | $6,924-37.8% | $6,183-30.4% | $6,401-32.8% |
| Admin fee / account holder | $831 | $10,495-92.1% | $8,715-90.5% | $11,429-92.7% |