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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 | $150,501 | $180,459-16.6% | $154,108-2.3% | $135,380+11.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.36% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,935 | $6,035-67.9% | $5,298-63.5% | $4,779-59.5% |
| Participant deferral / active EE | $21,500 | $5,806+270.3% | $5,081+323.2% | $5,609+283.3% |
| Admin fee / account holder | $904 | $16,145-94.4% | $13,411-93.3% | $10,828-91.7% |