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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 | $112,074 | $135,639-17.4% | $110,241+1.7% | $135,382-17.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.73% | 513.21%-516.9pp | 314.75%-318.5pp | 519.77%-523.5pp |
| Employer contribution / active EE | $4,241 | $4,907-13.6% | $3,827+10.8% | $4,779-11.2% |
| Participant deferral / active EE | $7,851 | $5,507+42.6% | $4,672+68.1% | $5,609+40.0% |
| Admin fee / account holder | $4,337 | $11,457-62.1% | $8,548-49.3% | $10,829-59.9% |