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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 | $121,896 | $160,059-23.8% | $140,019-12.9% | $135,380-10.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.27% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,251 | $6,420-64.9% | $5,605-59.8% | $4,779-52.9% |
| Participant deferral / active EE | $7,755 | $7,641+1.5% | $6,927+12.0% | $5,609+38.3% |
| Admin fee / account holder | $4,403 | $13,328-67.0% | $10,705-58.9% | $10,828-59.3% |