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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 | $117,896 | $135,645-13.1% | $110,243+6.9% | $135,379-12.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.44% | 513.24%-518.7pp | 314.76%-320.2pp | 519.79%-525.2pp |
| Employer contribution / active EE | $4,773 | $4,907-2.7% | $3,827+24.7% | $4,779-0.1% |
| Participant deferral / active EE | $7,605 | $5,507+38.1% | $4,672+62.8% | $5,609+35.6% |
| Admin fee / account holder | $16,161 | $11,458+41.0% | $8,548+89.1% | $10,828+49.3% |