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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 | $90,060 | $190,879-52.8% | $160,009-43.7% | $134,532-33.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.56% | 552.63%-570.2pp | 408.85%-426.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $6,471 | $4,995+29.6% | $4,225+53.2% | $4,741+36.5% |
| Participant deferral / active EE | $8,338 | $6,924+20.4% | $6,183+34.9% | $6,401+30.3% |
| Admin fee / account holder | $13,377 | $10,495+27.5% | $8,715+53.5% | $11,429+17.1% |