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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 | $106,420 | $190,879-44.2% | $160,009-33.5% | $134,532-20.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.22% | 552.63%-568.9pp | 408.85%-425.1pp | 418.27%-434.5pp |
| Employer contribution / active EE | $7,824 | $4,995+56.6% | $4,225+85.2% | $4,741+65.0% |
| Participant deferral / active EE | $15,613 | $6,924+125.5% | $6,183+152.5% | $6,401+143.9% |
| Admin fee / account holder | $24,331 | $10,495+131.8% | $8,715+179.2% | $11,429+112.9% |