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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 | $68,468 | $190,862-64.1% | $159,991-57.2% | $134,509-49.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.69% | 552.59%-564.3pp | 408.82%-420.5pp | 418.13%-429.8pp |
| Employer contribution / active EE | $1,146 | $4,995-77.1% | $4,225-72.9% | $4,741-75.8% |
| Participant deferral / active EE | $9,353 | $6,924+35.1% | $6,183+51.3% | $6,400+46.1% |
| Admin fee / account holder | $1,326 | $10,495-87.4% | $8,715-84.8% | $11,427-88.4% |