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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 | $62,960 | $190,916-67.0% | $160,037-60.7% | $134,545-53.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.31% | 552.79%-569.1pp | 408.95%-425.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $11,065 | $4,996+121.5% | $4,226+161.8% | $4,742+133.4% |
| Participant deferral / active EE | $6,691 | $6,925-3.4% | $6,184+8.2% | $6,401+4.5% |
| Admin fee / account holder | $541 | $10,497-94.8% | $8,716-93.8% | $11,431-95.3% |