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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 | $124,946 | $160,059-21.9% | $140,019-10.8% | $135,380-7.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.85% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,327 | $6,420-63.8% | $5,605-58.5% | $4,779-51.3% |
| Participant deferral / active EE | $5,534 | $7,641-27.6% | $6,927-20.1% | $5,609-1.3% |
| Admin fee / account holder | $4,440 | $13,328-66.7% | $10,705-58.5% | $10,828-59.0% |