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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 | $112,449 | $180,459-37.7% | $154,108-27.0% | $135,380-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.63% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,499 | $6,035-8.9% | $5,298+3.8% | $4,779+15.1% |
| Participant deferral / active EE | $5,463 | $5,806-5.9% | $5,081+7.5% | $5,609-2.6% |
| Admin fee / account holder | $109,610 | $16,145+578.9% | $13,411+717.3% | $10,828+912.3% |