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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 | $147,373 | $190,916-22.8% | $160,037-7.9% | $134,545+9.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.07% | 552.79%-570.9pp | 408.95%-427.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $10,153 | $4,996+103.2% | $4,226+140.3% | $4,742+114.1% |
| Participant deferral / active EE | $10,632 | $6,925+53.5% | $6,184+71.9% | $6,401+66.1% |
| Admin fee / account holder | $1,744 | $10,497-83.4% | $8,716-80.0% | $11,431-84.7% |