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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 | $93,556 | $138,078-32.2% | $125,363-25.4% | $134,509-30.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.45% | 750.49%-761.9pp | 572.15%-583.6pp | 418.13%-429.6pp |
| Employer contribution / active EE | $1,819 | $5,245-65.3% | $4,815-62.2% | $4,741-61.6% |
| Participant deferral / active EE | $9,162 | $7,800+17.5% | $7,447+23.0% | $6,400+43.1% |
| Admin fee / account holder | $214,611 | $11,566+1755.6% | $10,005+2045.0% | $11,427+1778.2% |