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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 | $190,843-8.8% | $159,981+8.8% | $134,493+29.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.12% | 552.37%-567.5pp | 408.70%-423.8pp | 418.01%-433.1pp |
| Employer contribution / active EE | $1,180 | $4,993-76.4% | $4,224-72.1% | $4,740-75.1% |
| Participant deferral / active EE | $6,577 | $6,923-5.0% | $6,182+6.4% | $6,400+2.8% |
| Admin fee / account holder | $74,573 | $10,475+611.9% | $8,700+757.1% | $11,425+552.7% |