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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 | $88,004 | $180,462-51.2% | $154,111-42.9% | $135,379-35.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.58% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $5,448 | $6,036-9.7% | $5,298+2.8% | $4,779+14.0% |
| Participant deferral / active EE | $7,042 | $5,806+21.3% | $5,081+38.6% | $5,609+25.6% |
| Admin fee / account holder | $45,469 | $16,145+181.6% | $13,411+239.0% | $10,828+319.9% |