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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 | $91,846 | $180,466-49.1% | $154,114-40.4% | $135,382-32.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.29% | 888.15%-893.4pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $2,365 | $6,035-60.8% | $5,298-55.4% | $4,779-50.5% |
| Participant deferral / active EE | $6,241 | $5,806+7.5% | $5,081+22.8% | $5,609+11.3% |
| Admin fee / account holder | $610 | $16,144-96.2% | $13,411-95.5% | $10,829-94.4% |