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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 | $119,032 | $180,459-34.0% | $154,108-22.8% | $135,380-12.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.33% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $4,241 | $6,035-29.7% | $5,298-20.0% | $4,779-11.3% |
| Participant deferral / active EE | $6,623 | $5,806+14.1% | $5,081+30.4% | $5,609+18.1% |
| Admin fee / account holder | $6,216 | $16,145-61.5% | $13,411-53.7% | $10,828-42.6% |