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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 | $157,323 | $180,459-12.8% | $154,108+2.1% | $135,380+16.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.57% | 888.21%-890.8pp | 735.21%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $2,029 | $6,035-66.4% | $5,298-61.7% | $4,779-57.5% |
| Participant deferral / active EE | $3,582 | $5,806-38.3% | $5,081-29.5% | $5,609-36.1% |
| Admin fee / account holder | $4,923 | $16,145-69.5% | $13,411-63.3% | $10,828-54.5% |