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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 | $53,143 | $190,879-72.2% | $160,009-66.8% | $134,532-60.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.51% | 552.63%-559.1pp | 408.85%-415.4pp | 418.27%-424.8pp |
| Employer contribution / active EE | $2,943 | $4,995-41.1% | $4,225-30.3% | $4,741-37.9% |
| Participant deferral / active EE | $19,367 | $6,924+179.7% | $6,183+213.2% | $6,401+202.6% |
| Admin fee / account holder | $1,230 | $10,495-88.3% | $8,715-85.9% | $11,429-89.2% |