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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 | $126,786 | $144,130-12.0% | $117,860+7.6% | $147,585-14.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,815 | $4,897-42.5% | $3,786-25.7% | $4,876-42.3% |
| Participant deferral / active EE | $4,702 | $5,316-11.6% | $4,482+4.9% | $5,439-13.6% |
| Admin fee / account holder | $465 | $10,887-95.7% | $8,021-94.2% | $10,886-95.7% |