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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 | $159,243 | $180,459-11.8% | $154,108+3.3% | $135,380+17.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,844 | $6,035-52.9% | $5,298-46.3% | $4,779-40.5% |
| Participant deferral / active EE | $5,074 | $5,806-12.6% | $5,081-0.1% | $5,609-9.5% |
| Admin fee / account holder | $4,430 | $16,145-72.6% | $13,411-67.0% | $10,828-59.1% |