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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 | $103,072 | $190,879-46.0% | $160,009-35.6% | $134,532-23.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.84% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $9,349 | $4,995+87.2% | $4,225+121.3% | $4,741+97.2% |
| Participant deferral / active EE | $20,476 | $6,924+195.7% | $6,183+231.2% | $6,401+219.9% |
| Admin fee / account holder | $5,817 | $10,495-44.6% | $8,715-33.3% | $11,429-49.1% |