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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 | $60,529 | $190,916-68.3% | $160,037-62.2% | $134,545-55.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.66% | 552.79%-571.4pp | 408.95%-427.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $18,098 | $4,996+262.3% | $4,226+328.3% | $4,742+281.7% |
| Participant deferral / active EE | $13,667 | $6,925+97.4% | $6,184+121.0% | $6,401+113.5% |
| Admin fee / account holder | $788 | $10,497-92.5% | $8,716-91.0% | $11,431-93.1% |