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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 | $82,691 | $190,916-56.7% | $160,037-48.3% | $134,545-38.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.91% | 552.79%-555.7pp | 408.95%-411.9pp | 418.37%-421.3pp |
| Employer contribution / active EE | $28,772 | $4,996+476.0% | $4,226+580.9% | $4,742+506.8% |
| Participant deferral / active EE | $13,667 | $6,925+97.4% | $6,184+121.0% | $6,401+113.5% |
| Admin fee / account holder | $1,756 | $10,497-83.3% | $8,716-79.8% | $11,431-84.6% |