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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 | $101,693 | $190,916-46.7% | $160,037-36.5% | $134,545-24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.37% | 552.79%-570.2pp | 408.95%-426.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $13,440 | $4,996+169.0% | $4,226+218.1% | $4,742+183.5% |
| Participant deferral / active EE | $8,253 | $6,925+19.2% | $6,184+33.5% | $6,401+28.9% |
| Admin fee / account holder | $412 | $10,497-96.1% | $8,716-95.3% | $11,431-96.4% |