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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 | $96,493 | $135,645-28.9% | $110,243-12.5% | $135,380-28.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.97% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $4,017 | $4,907-18.1% | $3,827+5.0% | $4,779-15.9% |
| Participant deferral / active EE | $5,969 | $5,507+8.4% | $4,672+27.8% | $5,609+6.4% |
| Admin fee / account holder | $7,104 | $11,458-38.0% | $8,548-16.9% | $10,828-34.4% |