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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 | $171,831 | $190,916-10.0% | $160,037+7.4% | $134,545+27.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.32% | 552.79%-561.1pp | 408.95%-417.3pp | 418.37%-426.7pp |
| Employer contribution / active EE | $2,526 | $4,996-49.4% | $4,226-40.2% | $4,742-46.7% |
| Participant deferral / active EE | $5,428 | $6,925-21.6% | $6,184-12.2% | $6,401-15.2% |
| Admin fee / account holder | $1,461 | $10,497-86.1% | $8,716-83.2% | $11,431-87.2% |