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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 | $165,950 | $190,916-13.1% | $160,037+3.7% | $134,545+23.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.06% | 552.79%-560.8pp | 408.95%-417.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $1,301 | $4,996-74.0% | $4,226-69.2% | $4,742-72.6% |
| Participant deferral / active EE | $10,664 | $6,925+54.0% | $6,184+72.5% | $6,401+66.6% |
| Admin fee / account holder | $537 | $10,497-94.9% | $8,716-93.8% | $11,431-95.3% |