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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 | $97,893 | $135,645-27.8% | $110,243-11.2% | $135,380-27.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.91% | 513.24%-519.1pp | 314.76%-320.7pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,246 | $4,907-33.8% | $3,827-15.2% | $4,779-32.1% |
| Participant deferral / active EE | $9,427 | $5,507+71.2% | $4,672+101.8% | $5,609+68.1% |
| Admin fee / account holder | $25,278 | $11,458+120.6% | $8,548+195.7% | $10,828+133.4% |