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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 | $151,094 | $180,459-16.3% | $154,108-2.0% | $135,380+11.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.00% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,356 | $6,035-11.3% | $5,298+1.1% | $4,779+12.1% |
| Participant deferral / active EE | $3,960 | $5,806-31.8% | $5,081-22.1% | $5,609-29.4% |
| Admin fee / account holder | $11,418 | $16,145-29.3% | $13,411-14.9% | $10,828+5.4% |