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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 | $144,614 | $190,879-24.2% | $160,009-9.6% | $134,532+7.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.91% | 552.63%-571.5pp | 408.85%-427.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,886 | $4,995-22.2% | $4,225-8.0% | $4,741-18.0% |
| Participant deferral / active EE | $3,929 | $6,924-43.3% | $6,183-36.5% | $6,401-38.6% |
| Admin fee / account holder | $2,065 | $10,495-80.3% | $8,715-76.3% | $11,429-81.9% |