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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 | $113,557 | $135,645-16.3% | $110,243+3.0% | $135,379-16.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.71% | 513.24%-521.9pp | 314.76%-323.5pp | 519.79%-528.5pp |
| Employer contribution / active EE | $20,113 | $4,907+309.9% | $3,827+425.6% | $4,779+320.9% |
| Participant deferral / active EE | $9,898 | $5,507+79.7% | $4,672+111.8% | $5,609+76.5% |
| Admin fee / account holder | $6,890 | $11,458-39.9% | $8,548-19.4% | $10,828-36.4% |