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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 | $125,384 | $135,645-7.6% | $110,243+13.7% | $135,379-7.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.27% | 513.24%-516.5pp | 314.76%-318.0pp | 519.79%-523.1pp |
| Employer contribution / active EE | $6,437 | $4,907+31.2% | $3,827+68.2% | $4,779+34.7% |
| Participant deferral / active EE | $2,012 | $5,507-63.5% | $4,672-56.9% | $5,609-64.1% |
| Admin fee / account holder | $1,618 | $11,458-85.9% | $8,548-81.1% | $10,828-85.1% |