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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 | $85,317 | $135,639-37.1% | $110,241-22.6% | $135,382-37.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.17% | 513.21%-517.4pp | 314.75%-318.9pp | 519.77%-523.9pp |
| Employer contribution / active EE | $10,623 | $4,907+116.5% | $3,827+177.6% | $4,779+122.3% |
| Participant deferral / active EE | $5,817 | $5,507+5.6% | $4,672+24.5% | $5,609+3.7% |
| Admin fee / account holder | $545 | $11,457-95.2% | $8,548-93.6% | $10,829-95.0% |