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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 | $151,354 | $180,459-16.1% | $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 | -6.69% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $5,519 | $6,035-8.6% | $5,298+4.2% | $4,779+15.5% |
| Participant deferral / active EE | $4,174 | $5,806-28.1% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $655 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |