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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 | $174,133 | $190,916-8.8% | $160,037+8.8% | $134,545+29.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.12% | 552.79%-567.9pp | 408.95%-424.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,180 | $4,996-76.4% | $4,226-72.1% | $4,742-75.1% |
| Participant deferral / active EE | $6,577 | $6,925-5.0% | $6,184+6.4% | $6,401+2.7% |
| Admin fee / account holder | $74,573 | $10,497+610.4% | $8,716+755.6% | $11,431+552.4% |