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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 | $53,549 | $190,879-71.9% | $160,009-66.5% | $134,532-60.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.06% | 552.63%-569.7pp | 408.85%-425.9pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,372 | $4,995-32.5% | $4,225-20.2% | $4,741-28.9% |
| Participant deferral / active EE | $19,300 | $6,924+178.7% | $6,183+212.1% | $6,401+201.5% |
| Admin fee / account holder | $331 | $10,495-96.8% | $8,715-96.2% | $11,429-97.1% |