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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 | $83,475 | $190,916-56.3% | $160,037-47.8% | $134,545-38.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.29% | 552.79%-567.1pp | 408.95%-423.2pp | 418.37%-432.7pp |
| Employer contribution / active EE | $8,584 | $4,996+71.8% | $4,226+103.1% | $4,742+81.0% |
| Participant deferral / active EE | $3,893 | $6,925-43.8% | $6,184-37.0% | $6,401-39.2% |
| Admin fee / account holder | $3,472 | $10,497-66.9% | $8,716-60.2% | $11,431-69.6% |