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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 | $115,938 | $180,459-35.8% | $154,108-24.8% | $135,380-14.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $3,947 | $6,035-34.6% | $5,298-25.5% | $4,779-17.4% |
| Participant deferral / active EE | $4,046 | $5,806-30.3% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $1,035 | $16,145-93.6% | $13,411-92.3% | $10,828-90.4% |