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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 | $94,510 | $180,459-47.6% | $154,108-38.7% | $135,380-30.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.01% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $5,800 | $6,035-3.9% | $5,298+9.5% | $4,779+21.4% |
| Participant deferral / active EE | $6,471 | $5,806+11.5% | $5,081+27.4% | $5,609+15.4% |
| Admin fee / account holder | $1,726 | $16,145-89.3% | $13,411-87.1% | $10,828-84.1% |