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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 | $151,306 | $180,459-16.2% | $154,108-1.8% | $135,380+11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.04% | 888.21%-892.3pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $3,834 | $6,035-36.5% | $5,298-27.6% | $4,779-19.8% |
| Participant deferral / active EE | $13,030 | $5,806+124.4% | $5,081+156.5% | $5,609+132.3% |
| Admin fee / account holder | $347 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |