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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 | $71,628 | $190,862-62.5% | $159,991-55.2% | $134,509-46.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.82% | 552.59%-571.4pp | 408.82%-427.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $6,528 | $4,995+30.7% | $4,225+54.5% | $4,741+37.7% |
| Participant deferral / active EE | $13,884 | $6,924+100.5% | $6,183+124.6% | $6,400+116.9% |
| Admin fee / account holder | $6,179 | $10,495-41.1% | $8,715-29.1% | $11,427-45.9% |