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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 | $96,160 | $135,645-29.1% | $110,243-12.8% | $135,380-29.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.88% | 513.24%-521.1pp | 314.76%-322.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $10,465 | $4,907+113.3% | $3,827+173.5% | $4,779+119.0% |
| Participant deferral / active EE | $6,605 | $5,507+19.9% | $4,672+41.4% | $5,609+17.8% |
| Admin fee / account holder | $1,874 | $11,458-83.6% | $8,548-78.1% | $10,828-82.7% |