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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 | $80,777 | $180,462-55.2% | $154,111-47.6% | $135,379-40.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.96% | 888.17%-891.1pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,252 | $6,036-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $4,999 | $5,806-13.9% | $5,081-1.6% | $5,609-10.9% |
| Admin fee / account holder | $6,038 | $16,145-62.6% | $13,411-55.0% | $10,828-44.2% |