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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 | $142,920 | $160,059-10.7% | $140,019+2.1% | $135,380+5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.68% | 911.48%-915.2pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $6,321 | $6,420-1.5% | $5,605+12.8% | $4,779+32.3% |
| Participant deferral / active EE | $5,997 | $7,641-21.5% | $6,927-13.4% | $5,609+6.9% |
| Admin fee / account holder | $72,527 | $13,328+444.2% | $10,705+577.5% | $10,828+569.8% |