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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 | $91,623 | $190,862-52.0% | $159,991-42.7% | $134,509-31.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.83% | 552.59%-571.4pp | 408.82%-427.7pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,697 | $4,995-66.0% | $4,225-59.8% | $4,741-64.2% |
| Participant deferral / active EE | $11,621 | $6,924+67.8% | $6,183+88.0% | $6,400+81.6% |
| Admin fee / account holder | $410 | $10,495-96.1% | $8,715-95.3% | $11,427-96.4% |