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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 | $66,400 | $190,879-65.2% | $160,009-58.5% | $134,532-50.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.38% | 552.63%-566.0pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $7,193 | $4,995+44.0% | $4,225+70.2% | $4,741+51.7% |
| Participant deferral / active EE | $5,395 | $6,924-22.1% | $6,183-12.7% | $6,401-15.7% |
| Admin fee / account holder | $713 | $10,495-93.2% | $8,715-91.8% | $11,429-93.8% |