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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 | $127,889 | $180,462-29.1% | $154,111-17.0% | $135,379-5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.88% | 888.17%-893.0pp | 735.18%-740.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,037 | $6,036-66.3% | $5,298-61.6% | $4,779-57.4% |
| Participant deferral / active EE | $6,879 | $5,806+18.5% | $5,081+35.4% | $5,609+22.6% |
| Admin fee / account holder | $1,847 | $16,145-88.6% | $13,411-86.2% | $10,828-82.9% |