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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 | $143,924 | $190,879-24.6% | $160,009-10.1% | $134,532+7.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.06% | 552.63%-571.7pp | 408.85%-427.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $5,820 | $4,995+16.5% | $4,225+37.7% | $4,741+22.7% |
| Participant deferral / active EE | $8,864 | $6,924+28.0% | $6,183+43.4% | $6,401+38.5% |
| Admin fee / account holder | $5,277 | $10,495-49.7% | $8,715-39.4% | $11,429-53.8% |