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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 | $84,588 | $97,759-13.5% | $83,849+0.9% | $135,377-37.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.72% | 1287.41%-1293.1pp | 850.91%-856.6pp | 519.75%-525.5pp |
| Employer contribution / active EE | $2,784 | $4,222-34.0% | $3,631-23.3% | $4,779-41.7% |
| Participant deferral / active EE | $5,544 | $4,682+18.4% | $4,082+35.8% | $5,609-1.2% |
| Admin fee / account holder | $12,246 | $6,674+83.5% | $5,478+123.5% | $10,828+13.1% |