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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 | $91,172 | $135,645-32.8% | $110,243-17.3% | $135,379-32.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.05% | 513.24%-519.3pp | 314.76%-320.8pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,373 | $4,907-51.6% | $3,827-38.0% | $4,779-50.4% |
| Participant deferral / active EE | $5,134 | $5,507-6.8% | $4,672+9.9% | $5,609-8.5% |
| Admin fee / account holder | $6,878 | $11,458-40.0% | $8,548-19.5% | $10,828-36.5% |