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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 | $131,164 | $180,462-27.3% | $154,111-14.9% | $135,379-3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.52% | 888.17%-891.7pp | 735.18%-738.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $3,557 | $6,036-41.1% | $5,298-32.9% | $4,779-25.6% |
| Participant deferral / active EE | $8,029 | $5,806+38.3% | $5,081+58.0% | $5,609+43.1% |
| Admin fee / account holder | $50,000 | $16,145+209.7% | $13,411+272.8% | $10,828+361.8% |