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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 | $74,636 | $190,916-60.9% | $160,037-53.4% | $134,545-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.97% | 552.79%-570.8pp | 408.95%-426.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,711 | $4,996-25.7% | $4,226-12.2% | $4,742-21.7% |
| Participant deferral / active EE | $5,144 | $6,925-25.7% | $6,184-16.8% | $6,401-19.6% |
| Admin fee / account holder | $1,612 | $10,497-84.6% | $8,716-81.5% | $11,431-85.9% |