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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 | $74,372 | $190,879-61.0% | $160,009-53.5% | $134,532-44.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.91% | 552.63%-561.5pp | 408.85%-417.8pp | 418.27%-427.2pp |
| Employer contribution / active EE | $6,437 | $4,995+28.9% | $4,225+52.3% | $4,741+35.8% |
| Participant deferral / active EE | $13,348 | $6,924+92.8% | $6,183+115.9% | $6,401+108.5% |
| Admin fee / account holder | $385 | $10,495-96.3% | $8,715-95.6% | $11,429-96.6% |