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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 | $30,592 | $190,862-84.0% | $159,991-80.9% | $134,509-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.06% | 552.59%-571.7pp | 408.82%-427.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $6,239 | $4,995+24.9% | $4,225+47.7% | $4,741+31.6% |
| Participant deferral / active EE | $1,905 | $6,924-72.5% | $6,183-69.2% | $6,400-70.2% |
| Admin fee / account holder | $323 | $10,495-96.9% | $8,715-96.3% | $11,427-97.2% |