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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 | $64,271 | $190,916-66.3% | $160,037-59.8% | $134,545-52.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.00% | 552.79%-559.8pp | 408.95%-416.0pp | 418.37%-425.4pp |
| Employer contribution / active EE | $5,123 | $4,996+2.5% | $4,226+21.2% | $4,742+8.0% |
| Participant deferral / active EE | $15,000 | $6,925+116.6% | $6,184+142.6% | $6,401+134.3% |
| Admin fee / account holder | $1,391 | $10,497-86.7% | $8,716-84.0% | $11,431-87.8% |