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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 | $128,666 | $180,462-28.7% | $154,111-16.5% | $135,379-5.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.27% | 888.17%-893.4pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,017 | $6,036-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $6,238 | $5,806+7.4% | $5,081+22.8% | $5,609+11.2% |
| Admin fee / account holder | $2,268 | $16,145-86.0% | $13,411-83.1% | $10,828-79.1% |