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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 | $100,048 | $160,059-37.5% | $140,019-28.5% | $135,380-26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.84% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $4,625 | $6,420-27.9% | $5,605-17.5% | $4,779-3.2% |
| Participant deferral / active EE | $6,303 | $7,641-17.5% | $6,927-9.0% | $5,609+12.4% |
| Admin fee / account holder | $32,772 | $13,328+145.9% | $10,705+206.1% | $10,828+202.7% |