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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 | $136,210 | $180,459-24.5% | $154,108-11.6% | $135,380+0.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.55% | 888.21%-891.8pp | 735.21%-738.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $4,068 | $6,035-32.6% | $5,298-23.2% | $4,779-14.9% |
| Participant deferral / active EE | $5,436 | $5,806-6.4% | $5,081+7.0% | $5,609-3.1% |
| Admin fee / account holder | $875 | $16,145-94.6% | $13,411-93.5% | $10,828-91.9% |