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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 | $167,309 | $180,459-7.3% | $154,108+8.6% | $135,380+23.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $4,566 | $6,035-24.3% | $5,298-13.8% | $4,779-4.4% |
| Participant deferral / active EE | $5,433 | $5,806-6.4% | $5,081+6.9% | $5,609-3.1% |
| Admin fee / account holder | $7,556 | $16,145-53.2% | $13,411-43.7% | $10,828-30.2% |