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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 | $77,230 | $135,645-43.1% | $110,243-29.9% | $135,380-43.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.10% | 513.24%-519.3pp | 314.76%-320.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,197 | $4,907+67.1% | $3,827+114.2% | $4,779+71.5% |
| Participant deferral / active EE | $4,981 | $5,507-9.6% | $4,672+6.6% | $5,609-11.2% |
| Admin fee / account holder | $3,447 | $11,458-69.9% | $8,548-59.7% | $10,828-68.2% |