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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 | $144,992 | $180,462-19.7% | $154,111-5.9% | $135,379+7.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $5,808 | $6,036-3.8% | $5,298+9.6% | $4,779+21.5% |
| Participant deferral / active EE | $3,662 | $5,806-36.9% | $5,081-27.9% | $5,609-34.7% |
| Admin fee / account holder | $4,995 | $16,145-69.1% | $13,411-62.8% | $10,828-53.9% |