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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 | $101,002 | $160,059-36.9% | $140,019-27.9% | $135,380-25.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.29% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,090 | $6,420-67.4% | $5,605-62.7% | $4,779-56.3% |
| Participant deferral / active EE | $4,343 | $7,641-43.2% | $6,927-37.3% | $5,609-22.6% |
| Admin fee / account holder | $3,344 | $13,328-74.9% | $10,705-68.8% | $10,828-69.1% |