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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 | $150,419 | $180,462-16.6% | $154,111-2.4% | $135,379+11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.86% | 888.17%-896.0pp | 735.18%-743.0pp | 519.79%-527.7pp |
| Employer contribution / active EE | $10,441 | $6,036+73.0% | $5,298+97.1% | $4,779+118.5% |
| Participant deferral / active EE | $3,686 | $5,806-36.5% | $5,081-27.4% | $5,609-34.3% |
| Admin fee / account holder | $1,665 | $16,145-89.7% | $13,411-87.6% | $10,828-84.6% |