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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 | $111,163 | $135,645-18.0% | $110,243+0.8% | $135,380-17.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.45% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,607 | $4,907-46.9% | $3,827-31.9% | $4,779-45.5% |
| Participant deferral / active EE | $5,622 | $5,507+2.1% | $4,672+20.3% | $5,609+0.2% |
| Admin fee / account holder | $13,144 | $11,458+14.7% | $8,548+53.8% | $10,828+21.4% |