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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 | $121,668 | $190,916-36.3% | $160,037-24.0% | $134,545-9.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.07% | 552.79%-571.9pp | 408.95%-428.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $13,053 | $4,996+161.3% | $4,226+208.9% | $4,742+175.3% |
| Participant deferral / active EE | $11,346 | $6,925+63.8% | $6,184+83.5% | $6,401+77.2% |
| Admin fee / account holder | $5,924 | $10,497-43.6% | $8,716-32.0% | $11,431-48.2% |