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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 | $104,877 | $135,645-22.7% | $110,243-4.9% | $135,380-22.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.32% | 513.24%-517.6pp | 314.76%-319.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $10,312 | $4,907+110.2% | $3,827+169.5% | $4,779+115.8% |
| Participant deferral / active EE | $9,372 | $5,507+70.2% | $4,672+100.6% | $5,609+67.1% |
| Admin fee / account holder | $1,301 | $11,458-88.6% | $8,548-84.8% | $10,828-88.0% |