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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 | $111,074 | $135,645-18.1% | $110,243+0.8% | $135,379-18.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.77% | 513.24%-519.0pp | 314.76%-320.5pp | 519.79%-525.6pp |
| Employer contribution / active EE | $4,000 | $4,907-18.5% | $3,827+4.5% | $4,779-16.3% |
| Participant deferral / active EE | $8,651 | $5,507+57.1% | $4,672+85.2% | $5,609+54.2% |
| Admin fee / account holder | $1,285 | $11,458-88.8% | $8,548-85.0% | $10,828-88.1% |