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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 | $74,186 | $180,462-58.9% | $154,111-51.9% | $135,379-45.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.52% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $5,956 | $6,036-1.3% | $5,298+12.4% | $4,779+24.6% |
| Participant deferral / active EE | $5,203 | $5,806-10.4% | $5,081+2.4% | $5,609-7.2% |
| Admin fee / account holder | $3,383 | $16,145-79.0% | $13,411-74.8% | $10,828-68.8% |