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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 | $136,943 | $180,462-24.1% | $154,111-11.1% | $135,379+1.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.16% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $3,196 | $6,036-47.0% | $5,298-39.7% | $4,779-33.1% |
| Participant deferral / active EE | $8,362 | $5,806+44.0% | $5,081+64.6% | $5,609+49.1% |
| Admin fee / account holder | $8,116 | $16,145-49.7% | $13,411-39.5% | $10,828-25.0% |