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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 | $104,272 | $138,078-24.5% | $125,363-16.8% | $134,509-22.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.05% | 750.49%-766.5pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $3,336 | $5,245-36.4% | $4,815-30.7% | $4,741-29.6% |
| Participant deferral / active EE | $7,966 | $7,800+2.1% | $7,447+7.0% | $6,400+24.5% |
| Admin fee / account holder | $5,324 | $11,566-54.0% | $10,005-46.8% | $11,427-53.4% |