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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 | $88,513 | $92,766-4.6% | $82,763+6.9% | $134,545-34.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.69% | 946.97%-952.7pp | 702.45%-708.1pp | 418.37%-424.1pp |
| Employer contribution / active EE | $3,825 | $3,273+16.9% | $3,008+27.2% | $4,742-19.3% |
| Participant deferral / active EE | $4,131 | $4,802-14.0% | $4,395-6.0% | $6,401-35.5% |
| Admin fee / account holder | $5,833 | $5,978-2.4% | $5,325+9.5% | $11,431-49.0% |