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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 | $166,336 | $92,684+79.5% | $82,706+101.1% | $134,509+23.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.19% | 945.84%-957.0pp | 701.76%-712.9pp | 418.13%-429.3pp |
| Employer contribution / active EE | $11,221 | $3,272+243.0% | $3,007+273.1% | $4,741+136.7% |
| Participant deferral / active EE | $9,121 | $4,800+90.0% | $4,394+107.6% | $6,400+42.5% |
| Admin fee / account holder | $2,866 | $5,982-52.1% | $5,329-46.2% | $11,427-74.9% |