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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 | $132,901 | $190,916-30.4% | $160,037-17.0% | $134,545-1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.74% | 552.79%-558.5pp | 408.95%-414.7pp | 418.37%-424.1pp |
| Employer contribution / active EE | $7,831 | $4,996+56.8% | $4,226+85.3% | $4,742+65.1% |
| Participant deferral / active EE | $13,811 | $6,925+99.4% | $6,184+123.3% | $6,401+115.7% |
| Admin fee / account holder | $3,616 | $10,497-65.5% | $8,716-58.5% | $11,431-68.4% |