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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 | $114,596 | $180,459-36.5% | $154,108-25.6% | $135,380-15.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.00% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,523 | $6,035-25.1% | $5,298-14.6% | $4,779-5.4% |
| Participant deferral / active EE | $6,901 | $5,806+18.9% | $5,081+35.8% | $5,609+23.0% |
| Admin fee / account holder | $325 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |