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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 | $98,736 | $180,462-45.3% | $154,111-35.9% | $135,379-27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.74% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,994 | $6,036+15.9% | $5,298+32.0% | $4,779+46.4% |
| Participant deferral / active EE | $4,179 | $5,806-28.0% | $5,081-17.7% | $5,609-25.5% |
| Admin fee / account holder | $944 | $16,145-94.2% | $13,411-93.0% | $10,828-91.3% |