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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 | $95,412 | $190,916-50.0% | $160,037-40.4% | $134,545-29.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.03% | 552.79%-555.8pp | 408.95%-412.0pp | 418.37%-421.4pp |
| Employer contribution / active EE | $1,520 | $4,996-69.6% | $4,226-64.0% | $4,742-67.9% |
| Participant deferral / active EE | $14,861 | $6,925+114.6% | $6,184+140.3% | $6,401+132.1% |
| Admin fee / account holder | $2,012 | $10,497-80.8% | $8,716-76.9% | $11,431-82.4% |