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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 | $116,105 | $190,862-39.2% | $159,991-27.4% | $134,509-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.83% | 552.59%-571.4pp | 408.82%-427.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,842 | $4,995-63.1% | $4,225-56.4% | $4,741-61.2% |
| Participant deferral / active EE | $8,549 | $6,924+23.5% | $6,183+38.3% | $6,400+33.6% |
| Admin fee / account holder | $5,432 | $10,495-48.2% | $8,715-37.7% | $11,427-52.5% |