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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 | $100,445 | $190,879-47.4% | $160,009-37.2% | $134,532-25.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.63% | 552.63%-571.3pp | 408.85%-427.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $11,000 | $4,995+120.2% | $4,225+160.3% | $4,741+132.0% |
| Participant deferral / active EE | $10,944 | $6,924+58.1% | $6,183+77.0% | $6,401+71.0% |
| Admin fee / account holder | $806 | $10,495-92.3% | $8,715-90.7% | $11,429-92.9% |