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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 | $190,843-48.7% | $159,981-38.8% | $134,493-27.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.69% | 552.37%-565.1pp | 408.70%-421.4pp | 418.01%-430.7pp |
| Employer contribution / active EE | $3,947 | $4,993-21.0% | $4,224-6.6% | $4,740-16.7% |
| Participant deferral / active EE | $3,947 | $6,923-43.0% | $6,182-36.2% | $6,400-38.3% |
| Admin fee / account holder | $24,836 | $10,475+137.1% | $8,700+185.5% | $11,425+117.4% |