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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 | $160,202 | $180,459-11.2% | $154,108+4.0% | $135,380+18.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,265 | $6,035-45.9% | $5,298-38.4% | $4,779-31.7% |
| Participant deferral / active EE | $4,666 | $5,806-19.6% | $5,081-8.2% | $5,609-16.8% |
| Admin fee / account holder | $1,096 | $16,145-93.2% | $13,411-91.8% | $10,828-89.9% |