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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 | $125,738 | $180,462-30.3% | $154,111-18.4% | $135,379-7.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.59% | 888.17%-890.8pp | 735.18%-737.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $1,760 | $6,036-70.8% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $6,140 | $5,806+5.8% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $599 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |