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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 | $147,696 | $190,879-22.6% | $160,009-7.7% | $134,532+9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.35% | 552.63%-562.0pp | 408.85%-418.2pp | 418.27%-427.6pp |
| Employer contribution / active EE | $776 | $4,995-84.5% | $4,225-81.6% | $4,741-83.6% |
| Participant deferral / active EE | $7,695 | $6,924+11.1% | $6,183+24.5% | $6,401+20.2% |
| Admin fee / account holder | $2,184 | $10,495-79.2% | $8,715-74.9% | $11,429-80.9% |