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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 | $136,048 | $180,459-24.6% | $154,108-11.7% | $135,380+0.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.08% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,871 | $6,035-35.9% | $5,298-26.9% | $4,779-19.0% |
| Participant deferral / active EE | $5,558 | $5,806-4.3% | $5,081+9.4% | $5,609-0.9% |
| Admin fee / account holder | $18,414 | $16,145+14.1% | $13,411+37.3% | $10,828+70.1% |