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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 | $137,298 | $180,459-23.9% | $154,108-10.9% | $135,380+1.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.94% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,269 | $6,035-45.8% | $5,298-38.3% | $4,779-31.6% |
| Participant deferral / active EE | $8,776 | $5,806+51.1% | $5,081+72.7% | $5,609+56.5% |
| Admin fee / account holder | $1,308 | $16,145-91.9% | $13,411-90.2% | $10,828-87.9% |