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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 | $161,846 | $180,459-10.3% | $154,108+5.0% | $135,380+19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $5,058 | $6,035-16.2% | $5,298-4.5% | $4,779+5.8% |
| Participant deferral / active EE | $4,557 | $5,806-21.5% | $5,081-10.3% | $5,609-18.8% |
| Admin fee / account holder | $7,386 | $16,145-54.3% | $13,411-44.9% | $10,828-31.8% |