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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 | $135,582 | $160,059-15.3% | $140,019-3.2% | $135,380+0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.65% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,372 | $6,420-47.5% | $5,605-39.8% | $4,779-29.4% |
| Participant deferral / active EE | $13,202 | $7,641+72.8% | $6,927+90.6% | $5,609+135.4% |
| Admin fee / account holder | $1,001 | $13,328-92.5% | $10,705-90.7% | $10,828-90.8% |