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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 | $108,465 | $135,645-20.0% | $110,243-1.6% | $135,380-19.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 513.24%-520.5pp | 314.76%-322.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $10,913 | $4,907+122.4% | $3,827+185.2% | $4,779+128.4% |
| Participant deferral / active EE | $7,718 | $5,507+40.1% | $4,672+65.2% | $5,609+37.6% |
| Admin fee / account holder | $467 | $11,458-95.9% | $8,548-94.5% | $10,828-95.7% |