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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 | $95,970 | $190,916-49.7% | $160,037-40.0% | $134,545-28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.66% | 552.79%-572.4pp | 408.95%-428.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,691 | $4,996-6.1% | $4,226+11.0% | $4,742-1.1% |
| Participant deferral / active EE | $10,103 | $6,925+45.9% | $6,184+63.4% | $6,401+57.8% |
| Admin fee / account holder | $1,696 | $10,497-83.8% | $8,716-80.5% | $11,431-85.2% |