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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 | $108,824 | $180,459-39.7% | $154,108-29.4% | $135,380-19.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.29% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,383 | $6,035-27.4% | $5,298-17.3% | $4,779-8.3% |
| Participant deferral / active EE | $5,762 | $5,806-0.8% | $5,081+13.4% | $5,609+2.7% |
| Admin fee / account holder | $2,890 | $16,145-82.1% | $13,411-78.5% | $10,828-73.3% |