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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 | $164,349 | $180,462-8.9% | $154,111+6.6% | $135,379+21.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.07% | 888.17%-895.2pp | 735.18%-742.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,950 | $6,036-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $11,329 | $5,806+95.1% | $5,081+123.0% | $5,609+102.0% |
| Admin fee / account holder | $2,080 | $16,145-87.1% | $13,411-84.5% | $10,828-80.8% |