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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 | $149,723 | $190,916-21.6% | $160,037-6.4% | $134,545+11.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.89% | 552.79%-563.7pp | 408.95%-419.8pp | 418.37%-429.3pp |
| Employer contribution / active EE | $4,526 | $4,996-9.4% | $4,226+7.1% | $4,742-4.5% |
| Participant deferral / active EE | $17,913 | $6,925+158.7% | $6,184+189.7% | $6,401+179.8% |
| Admin fee / account holder | $7,667 | $10,497-27.0% | $8,716-12.0% | $11,431-32.9% |