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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 | $65,217 | $190,916-65.8% | $160,037-59.2% | $134,545-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.77% | 552.79%-571.6pp | 408.95%-427.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,480 | $4,996-70.4% | $4,226-65.0% | $4,742-68.8% |
| Participant deferral / active EE | $2,525 | $6,925-63.5% | $6,184-59.2% | $6,401-60.6% |
| Admin fee / account holder | $6,583 | $10,497-37.3% | $8,716-24.5% | $11,431-42.4% |