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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 | $130,576 | $180,459-27.6% | $154,108-15.3% | $135,380-3.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.45% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $5,579 | $6,035-7.6% | $5,298+5.3% | $4,779+16.7% |
| Participant deferral / active EE | $4,842 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $3,593 | $16,145-77.7% | $13,411-73.2% | $10,828-66.8% |