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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 | $100,448 | $180,459-44.3% | $154,108-34.8% | $135,380-25.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.27% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,764 | $6,035-37.6% | $5,298-29.0% | $4,779-21.2% |
| Participant deferral / active EE | $5,310 | $5,806-8.6% | $5,081+4.5% | $5,609-5.3% |
| Admin fee / account holder | $626 | $16,145-96.1% | $13,411-95.3% | $10,828-94.2% |