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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 | $55,829 | $190,879-70.8% | $160,009-65.1% | $134,532-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.55% | 552.63%-568.2pp | 408.85%-424.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,740 | $4,995-5.1% | $4,225+12.2% | $4,7410% |
| Participant deferral / active EE | $8,002 | $6,924+15.6% | $6,183+29.4% | $6,401+25.0% |
| Admin fee / account holder | $2,607 | $10,495-75.2% | $8,715-70.1% | $11,429-77.2% |