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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 | $84,160 | $180,462-53.4% | $154,111-45.4% | $135,379-37.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.04% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $5,921 | $6,036-1.9% | $5,298+11.8% | $4,779+23.9% |
| Participant deferral / active EE | $7,105 | $5,806+22.4% | $5,081+39.9% | $5,609+26.7% |
| Admin fee / account holder | $915 | $16,145-94.3% | $13,411-93.2% | $10,828-91.5% |