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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 | $72,236 | $190,916-62.2% | $160,037-54.9% | $134,545-46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.05% | 552.79%-569.8pp | 408.95%-426.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $9,616 | $4,996+92.5% | $4,226+127.6% | $4,742+102.8% |
| Participant deferral / active EE | $6,090 | $6,925-12.1% | $6,184-1.5% | $6,401-4.9% |
| Admin fee / account holder | $2,092 | $10,497-80.1% | $8,716-76.0% | $11,431-81.7% |