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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 | $112,612 | $135,639-17.0% | $110,241+2.2% | $135,382-16.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.57% | 513.21%-518.8pp | 314.75%-320.3pp | 519.77%-525.3pp |
| Employer contribution / active EE | $17,633 | $4,907+259.4% | $3,827+360.8% | $4,779+269.0% |
| Participant deferral / active EE | $10,770 | $5,507+95.6% | $4,672+130.5% | $5,609+92.0% |
| Admin fee / account holder | $3,624 | $11,457-68.4% | $8,548-57.6% | $10,829-66.5% |