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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 | $97,892 | $190,916-48.7% | $160,037-38.8% | $134,545-27.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.69% | 552.79%-565.5pp | 408.95%-421.6pp | 418.37%-431.1pp |
| Employer contribution / active EE | $3,947 | $4,996-21.0% | $4,226-6.6% | $4,742-16.8% |
| Participant deferral / active EE | $3,947 | $6,925-43.0% | $6,184-36.2% | $6,401-38.3% |
| Admin fee / account holder | $24,836 | $10,497+136.6% | $8,716+184.9% | $11,431+117.3% |