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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 | $78,548 | $135,639-42.1% | $110,241-28.7% | $135,382-42.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | 513.21%-521.5pp | 314.75%-323.1pp | 519.77%-528.1pp |
| Employer contribution / active EE | $2,728 | $4,907-44.4% | $3,827-28.7% | $4,779-42.9% |
| Participant deferral / active EE | $4,501 | $5,507-18.3% | $4,672-3.7% | $5,609-19.8% |
| Admin fee / account holder | $3,097 | $11,457-73.0% | $8,548-63.8% | $10,829-71.4% |