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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 | $126,288 | $180,462-30.0% | $154,111-18.1% | $135,379-6.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.59% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $6,616 | $6,036+9.6% | $5,298+24.9% | $4,779+38.4% |
| Participant deferral / active EE | $5,260 | $5,806-9.4% | $5,081+3.5% | $5,609-6.2% |
| Admin fee / account holder | $2,689 | $16,145-83.3% | $13,411-80.0% | $10,828-75.2% |