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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 | $118,429 | $135,645-12.7% | $110,243+7.4% | $135,379-12.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.40% | 513.24%-521.6pp | 314.76%-323.2pp | 519.79%-528.2pp |
| Employer contribution / active EE | $3,270 | $4,907-33.4% | $3,827-14.5% | $4,779-31.6% |
| Participant deferral / active EE | $6,849 | $5,507+24.4% | $4,672+46.6% | $5,609+22.1% |
| Admin fee / account holder | $3,963 | $11,458-65.4% | $8,548-53.6% | $10,828-63.4% |