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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 | $55,368 | $190,916-71.0% | $160,037-65.4% | $134,545-58.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.99% | 552.79%-570.8pp | 408.95%-426.9pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,857 | $4,996-42.8% | $4,226-32.4% | $4,742-39.7% |
| Participant deferral / active EE | $6,054 | $6,925-12.6% | $6,184-2.1% | $6,401-5.4% |
| Admin fee / account holder | $708 | $10,497-93.3% | $8,716-91.9% | $11,431-93.8% |