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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 | $46,085 | $190,879-75.9% | $160,009-71.2% | $134,532-65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.83% | 552.63%-565.5pp | 408.85%-421.7pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,511 | $4,995-49.7% | $4,225-40.6% | $4,741-47.0% |
| Participant deferral / active EE | $10,000 | $6,924+44.4% | $6,183+61.7% | $6,401+56.2% |
| Admin fee / account holder | $597 | $10,495-94.3% | $8,715-93.2% | $11,429-94.8% |