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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 | $172,963 | $190,879-9.4% | $160,009+8.1% | $134,532+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.28% | 552.63%-565.9pp | 408.85%-422.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,759 | $4,995-44.8% | $4,225-34.7% | $4,741-41.8% |
| Participant deferral / active EE | $7,192 | $6,924+3.9% | $6,183+16.3% | $6,401+12.4% |
| Admin fee / account holder | $703 | $10,495-93.3% | $8,715-91.9% | $11,429-93.8% |