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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 | $67,315 | $190,879-64.7% | $160,009-57.9% | $134,532-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.61% | 552.63%-570.2pp | 408.85%-426.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $7,148 | $4,995+43.1% | $4,225+69.2% | $4,741+50.8% |
| Participant deferral / active EE | $12,979 | $6,924+87.5% | $6,183+109.9% | $6,401+102.8% |
| Admin fee / account holder | $6,307 | $10,495-39.9% | $8,715-27.6% | $11,429-44.8% |