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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 | $117,523 | $160,059-26.6% | $140,019-16.1% | $135,380-13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.04% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,594 | $6,420-59.6% | $5,605-53.7% | $4,779-45.7% |
| Participant deferral / active EE | $7,279 | $7,641-4.7% | $6,927+5.1% | $5,609+29.8% |
| Admin fee / account holder | $5,017 | $13,328-62.4% | $10,705-53.1% | $10,828-53.7% |