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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 | $163,307 | $180,462-9.5% | $154,111+6.0% | $135,379+20.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,445 | $6,036-59.5% | $5,298-53.9% | $4,779-48.8% |
| Participant deferral / active EE | $12,651 | $5,806+117.9% | $5,081+149.0% | $5,609+125.6% |
| Admin fee / account holder | $3,799 | $16,145-76.5% | $13,411-71.7% | $10,828-64.9% |