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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 | $128,498 | $180,459-28.8% | $154,108-16.6% | $135,380-5.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $3,704 | $6,035-38.6% | $5,298-30.1% | $4,779-22.5% |
| Participant deferral / active EE | $4,446 | $5,806-23.4% | $5,081-12.5% | $5,609-20.7% |
| Admin fee / account holder | $10,961 | $16,145-32.1% | $13,411-18.3% | $10,828+1.2% |