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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 | $147,935 | $180,459-18.0% | $154,108-4.0% | $135,380+9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.64% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,690 | $6,035-55.4% | $5,298-49.2% | $4,779-43.7% |
| Participant deferral / active EE | $6,701 | $5,806+15.4% | $5,081+31.9% | $5,609+19.5% |
| Admin fee / account holder | $890 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |