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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 | $99,968 | $180,462-44.6% | $154,111-35.1% | $135,379-26.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.39% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,166 | $6,036-64.1% | $5,298-59.1% | $4,779-54.7% |
| Participant deferral / active EE | $3,417 | $5,806-41.2% | $5,081-32.7% | $5,609-39.1% |
| Admin fee / account holder | $4,694 | $16,145-70.9% | $13,411-65.0% | $10,828-56.7% |