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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 | $79,502 | $135,639-41.4% | $110,241-27.9% | $135,382-41.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.25% | 513.21%-520.5pp | 314.75%-322.0pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,152 | $4,907-56.1% | $3,827-43.8% | $4,779-55.0% |
| Participant deferral / active EE | $4,818 | $5,507-12.5% | $4,672+3.1% | $5,609-14.1% |
| Admin fee / account holder | $13,002 | $11,457+13.5% | $8,548+52.1% | $10,829+20.1% |