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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 | $138,967 | $180,459-23.0% | $154,108-9.8% | $135,380+2.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.79% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $3,223 | $6,035-46.6% | $5,298-39.2% | $4,779-32.6% |
| Participant deferral / active EE | $7,405 | $5,806+27.5% | $5,081+45.7% | $5,609+32.0% |
| Admin fee / account holder | $479 | $16,145-97.0% | $13,411-96.4% | $10,828-95.6% |