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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 | $101,108 | $135,645-25.5% | $110,243-8.3% | $135,380-25.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.23% | 513.24%-519.5pp | 314.76%-321.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,398 | $4,907-30.8% | $3,827-11.2% | $4,779-28.9% |
| Participant deferral / active EE | $6,796 | $5,507+23.4% | $4,672+45.5% | $5,609+21.2% |
| Admin fee / account holder | $1,579 | $11,458-86.2% | $8,548-81.5% | $10,828-85.4% |