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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 | $81,643 | $180,466-54.8% | $154,114-47.0% | $135,382-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.16% | 888.15%-891.3pp | 735.16%-738.3pp | 519.77%-522.9pp |
| Employer contribution / active EE | $4,936 | $6,035-18.2% | $5,298-6.8% | $4,779+3.3% |
| Participant deferral / active EE | $6,817 | $5,806+17.4% | $5,081+34.2% | $5,609+21.5% |
| Admin fee / account holder | $104,168 | $16,144+545.2% | $13,411+676.7% | $10,829+862.0% |