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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 | $94,145 | $190,916-50.7% | $160,037-41.2% | $134,545-30.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.10% | 552.79%-571.9pp | 408.95%-428.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,902 | $4,996-21.9% | $4,226-7.7% | $4,742-17.7% |
| Participant deferral / active EE | $7,582 | $6,925+9.5% | $6,184+22.6% | $6,401+18.4% |
| Admin fee / account holder | $5,470 | $10,497-47.9% | $8,716-37.2% | $11,431-52.1% |