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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 | $78,160 | $180,462-56.7% | $154,111-49.3% | $135,379-42.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.77% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,740 | $6,036-21.5% | $5,298-10.5% | $4,779-0.8% |
| Participant deferral / active EE | $5,093 | $5,806-12.3% | $5,081+0.2% | $5,609-9.2% |
| Admin fee / account holder | $6,671 | $16,145-58.7% | $13,411-50.3% | $10,828-38.4% |