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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 | $44,890 | $180,462-75.1% | $154,111-70.9% | $135,379-66.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $4,339 | $6,036-28.1% | $5,298-18.1% | $4,779-9.2% |
| Participant deferral / active EE | $5,773 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $6,418 | $16,145-60.2% | $13,411-52.1% | $10,828-40.7% |