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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 | $130,424 | $135,639-3.8% | $110,241+18.3% | $135,382-3.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.68% | 513.21%-518.9pp | 314.75%-320.4pp | 519.77%-525.4pp |
| Employer contribution / active EE | $4,384 | $4,907-10.7% | $3,827+14.6% | $4,779-8.3% |
| Participant deferral / active EE | $6,456 | $5,507+17.2% | $4,672+38.2% | $5,609+15.1% |
| Admin fee / account holder | $5,314 | $11,457-53.6% | $8,548-37.8% | $10,829-50.9% |