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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 | $55,948 | $190,916-70.7% | $160,037-65.0% | $134,545-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.56% | 552.79%-567.3pp | 408.95%-423.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,296 | $4,996-34.0% | $4,226-22.0% | $4,742-30.5% |
| Participant deferral / active EE | $12,851 | $6,925+85.6% | $6,184+107.8% | $6,401+100.8% |
| Admin fee / account holder | $18,312 | $10,497+74.5% | $8,716+110.1% | $11,431+60.2% |