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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 | $118,693 | $190,879-37.8% | $160,009-25.8% | $134,532-11.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.74% | 552.63%-568.4pp | 408.85%-424.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,126 | $4,995-37.4% | $4,225-26.0% | $4,741-34.1% |
| Participant deferral / active EE | $10,752 | $6,924+55.3% | $6,183+73.9% | $6,401+68.0% |
| Admin fee / account holder | $4,498 | $10,495-57.1% | $8,715-48.4% | $11,429-60.6% |