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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 | $89,087 | $190,916-53.3% | $160,037-44.3% | $134,545-33.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.70% | 552.79%-566.5pp | 408.95%-422.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $6,511 | $4,996+30.3% | $4,226+54.1% | $4,742+37.3% |
| Participant deferral / active EE | $3,831 | $6,925-44.7% | $6,184-38.0% | $6,401-40.1% |
| Admin fee / account holder | $3,606 | $10,497-65.6% | $8,716-58.6% | $11,431-68.5% |