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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 | $82,093 | $138,078-40.5% | $125,363-34.5% | $134,509-39.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.78% | 750.49%-766.3pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,609 | $5,245-69.3% | $4,815-66.6% | $4,741-66.0% |
| Participant deferral / active EE | $7,185 | $7,800-7.9% | $7,447-3.5% | $6,400+12.3% |
| Admin fee / account holder | $1,492 | $11,566-87.1% | $10,005-85.1% | $11,427-86.9% |