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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 | $152,118 | $180,459-15.7% | $154,108-1.3% | $135,380+12.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.76% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,493 | $6,035-42.1% | $5,298-34.1% | $4,779-26.9% |
| Participant deferral / active EE | $11,618 | $5,806+100.1% | $5,081+128.7% | $5,609+107.1% |
| Admin fee / account holder | $1,694 | $16,145-89.5% | $13,411-87.4% | $10,828-84.4% |