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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 | $95,374 | $135,645-29.7% | $110,243-13.5% | $135,380-29.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.00% | 513.24%-519.2pp | 314.76%-320.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,595 | $4,907-6.4% | $3,827+20.1% | $4,779-3.8% |
| Participant deferral / active EE | $8,809 | $5,507+60.0% | $4,672+88.5% | $5,609+57.1% |
| Admin fee / account holder | $2,838 | $11,458-75.2% | $8,548-66.8% | $10,828-73.8% |