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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 | $38,641 | $190,916-79.8% | $160,037-75.9% | $134,545-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.91% | 552.79%-570.7pp | 408.95%-426.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $8,791 | $4,996+76.0% | $4,226+108.0% | $4,742+85.4% |
| Participant deferral / active EE | $6,508 | $6,925-6.0% | $6,184+5.2% | $6,401+1.7% |
| Admin fee / account holder | $1,069 | $10,497-89.8% | $8,716-87.7% | $11,431-90.6% |