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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 | $190,843-62.1% | $159,981-54.8% | $134,493-46.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.05% | 552.37%-569.4pp | 408.70%-425.8pp | 418.01%-435.1pp |
| Employer contribution / active EE | $9,616 | $4,993+92.6% | $4,224+127.6% | $4,740+102.9% |
| Participant deferral / active EE | $6,090 | $6,923-12.0% | $6,182-1.5% | $6,400-4.8% |
| Admin fee / account holder | $2,092 | $10,475-80.0% | $8,700-76.0% | $11,425-81.7% |