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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 | $116,214 | $180,462-35.6% | $154,111-24.6% | $135,379-14.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.56% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,132 | $6,036-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $4,285 | $5,806-26.2% | $5,081-15.7% | $5,609-23.6% |
| Admin fee / account holder | $2,729 | $16,145-83.1% | $13,411-79.7% | $10,828-74.8% |