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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 | $104,244 | $190,862-45.4% | $159,991-34.8% | $134,509-22.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.14% | 552.59%-570.7pp | 408.82%-427.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $18,591 | $4,995+272.2% | $4,225+340.0% | $4,741+292.2% |
| Participant deferral / active EE | $11,857 | $6,924+71.3% | $6,183+91.8% | $6,400+85.3% |
| Admin fee / account holder | $3,908 | $10,495-62.8% | $8,715-55.2% | $11,427-65.8% |