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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 | $154,756 | $180,459-14.2% | $154,108+0.4% | $135,380+14.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.18% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,249 | $6,035+3.5% | $5,298+18.0% | $4,779+30.8% |
| Participant deferral / active EE | $5,100 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $8,471 | $16,145-47.5% | $13,411-36.8% | $10,828-21.8% |