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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 | $87,746 | $135,639-35.3% | $110,241-20.4% | $135,382-35.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 513.21%-520.5pp | 314.75%-322.0pp | 519.77%-527.1pp |
| Employer contribution / active EE | $14,656 | $4,907+198.7% | $3,827+283.0% | $4,779+206.7% |
| Participant deferral / active EE | $10,080 | $5,507+83.1% | $4,672+115.8% | $5,609+79.7% |
| Admin fee / account holder | $14,249 | $11,457+24.4% | $8,548+66.7% | $10,829+31.6% |