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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 | $169,061 | $180,462-6.3% | $154,111+9.7% | $135,379+24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.39% | 888.17%-893.6pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,172 | $6,036-64.0% | $5,298-59.0% | $4,779-54.6% |
| Participant deferral / active EE | $3,812 | $5,806-34.3% | $5,081-25.0% | $5,609-32.0% |
| Admin fee / account holder | $3,856 | $16,145-76.1% | $13,411-71.3% | $10,828-64.4% |