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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 | $123,253 | $190,916-35.4% | $160,037-23.0% | $134,545-8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.16% | 552.79%-570.9pp | 408.95%-427.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $10,451 | $4,996+109.2% | $4,226+147.3% | $4,742+120.4% |
| Participant deferral / active EE | $13,914 | $6,925+100.9% | $6,184+125.0% | $6,401+117.4% |
| Admin fee / account holder | $2,948 | $10,497-71.9% | $8,716-66.2% | $11,431-74.2% |