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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 | $15,183 | $190,879-92.0% | $160,009-90.5% | $134,532-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.90% | 552.63%-566.5pp | 408.85%-422.7pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,007 | $4,995-59.8% | $4,225-52.5% | $4,741-57.7% |
| Participant deferral / active EE | $2,008 | $6,924-71.0% | $6,183-67.5% | $6,401-68.6% |
| Admin fee / account holder | $13,387 | $10,495+27.6% | $8,715+53.6% | $11,429+17.1% |