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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 | $121,154 | $180,459-32.9% | $154,108-21.4% | $135,380-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.98% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,502 | $6,035-8.8% | $5,298+3.9% | $4,779+15.1% |
| Participant deferral / active EE | $6,688 | $5,806+15.2% | $5,081+31.6% | $5,609+19.2% |
| Admin fee / account holder | $1,113 | $16,145-93.1% | $13,411-91.7% | $10,828-89.7% |