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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 | $113,221 | $190,879-40.7% | $160,009-29.2% | $134,532-15.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.19% | 552.63%-568.8pp | 408.85%-425.0pp | 418.27%-434.5pp |
| Employer contribution / active EE | $13,583 | $4,995+171.9% | $4,225+221.5% | $4,741+186.5% |
| Participant deferral / active EE | $11,528 | $6,924+66.5% | $6,183+86.4% | $6,401+80.1% |
| Admin fee / account holder | $1,837 | $10,495-82.5% | $8,715-78.9% | $11,429-83.9% |