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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 | $73,080 | $135,645-46.1% | $110,243-33.7% | $135,380-46.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,573 | $4,907-47.6% | $3,827-32.8% | $4,779-46.2% |
| Participant deferral / active EE | $5,165 | $5,507-6.2% | $4,672+10.6% | $5,609-7.9% |
| Admin fee / account holder | $11,737 | $11,458+2.4% | $8,548+37.3% | $10,828+8.4% |