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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 | $116,840 | $180,459-35.3% | $154,108-24.2% | $135,380-13.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.69% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,732 | $6,035-38.2% | $5,298-29.6% | $4,779-21.9% |
| Participant deferral / active EE | $6,482 | $5,806+11.6% | $5,081+27.6% | $5,609+15.6% |
| Admin fee / account holder | $1,272 | $16,145-92.1% | $13,411-90.5% | $10,828-88.3% |