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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 | $128,895 | $180,459-28.6% | $154,108-16.4% | $135,380-4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.40% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,771 | $6,035-54.1% | $5,298-47.7% | $4,779-42.0% |
| Participant deferral / active EE | $6,080 | $5,806+4.7% | $5,081+19.7% | $5,609+8.4% |
| Admin fee / account holder | $1,280 | $16,145-92.1% | $13,411-90.5% | $10,828-88.2% |