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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 | $140,197 | $180,459-22.3% | $154,108-9.0% | $135,380+3.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,783 | $6,035-53.9% | $5,298-47.5% | $4,779-41.8% |
| Participant deferral / active EE | $6,285 | $5,806+8.2% | $5,081+23.7% | $5,609+12.1% |
| Admin fee / account holder | $1,714 | $16,145-89.4% | $13,411-87.2% | $10,828-84.2% |