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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 | $168,336 | $180,459-6.7% | $154,108+9.2% | $135,380+24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.89% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $4,107 | $6,035-31.9% | $5,298-22.5% | $4,779-14.1% |
| Participant deferral / active EE | $4,697 | $5,806-19.1% | $5,081-7.6% | $5,609-16.3% |
| Admin fee / account holder | $13,271 | $16,145-17.8% | $13,411-1.0% | $10,828+22.6% |