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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 | $102,471 | $135,645-24.5% | $110,243-7.1% | $135,379-24.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.38% | 513.24%-521.6pp | 314.76%-323.1pp | 519.79%-528.2pp |
| Employer contribution / active EE | $5,209 | $4,907+6.2% | $3,827+36.1% | $4,779+9.0% |
| Participant deferral / active EE | $6,982 | $5,507+26.8% | $4,672+49.4% | $5,609+24.5% |
| Admin fee / account holder | $1,975 | $11,458-82.8% | $8,548-76.9% | $10,828-81.8% |