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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 | $79,956 | $190,916-58.1% | $160,037-50.0% | $134,545-40.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.51% | 552.79%-571.3pp | 408.95%-427.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,326 | $4,996-53.4% | $4,226-45.0% | $4,742-51.0% |
| Participant deferral / active EE | $5,803 | $6,925-16.2% | $6,184-6.2% | $6,401-9.4% |
| Admin fee / account holder | $1,541 | $10,497-85.3% | $8,716-82.3% | $11,431-86.5% |