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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 | $162,790 | $190,862-14.7% | $159,991+1.7% | $134,509+21.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.79% | 552.59%-564.4pp | 408.82%-420.6pp | 418.13%-429.9pp |
| Employer contribution / active EE | $14,067 | $4,995+181.6% | $4,225+233.0% | $4,741+196.7% |
| Participant deferral / active EE | $13,000 | $6,924+87.8% | $6,183+110.3% | $6,400+103.1% |
| Admin fee / account holder | $5,091 | $10,495-51.5% | $8,715-41.6% | $11,427-55.4% |