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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 | $92,134 | $160,059-42.4% | $140,019-34.2% | $135,379-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.33% | 911.44%-915.8pp | 651.15%-655.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,578 | $6,420-59.8% | $5,605-54.0% | $4,779-46.0% |
| Participant deferral / active EE | $7,379 | $7,641-3.4% | $6,927+6.5% | $5,609+31.6% |
| Admin fee / account holder | $6,453 | $13,328-51.6% | $10,705-39.7% | $10,828-40.4% |