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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 | $88,947 | $180,459-50.7% | $154,108-42.3% | $135,380-34.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,848 | $6,035-19.7% | $5,298-8.5% | $4,779+1.4% |
| Participant deferral / active EE | $2,984 | $5,806-48.6% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $5,606 | $16,145-65.3% | $13,411-58.2% | $10,828-48.2% |