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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 | $51,284 | $180,459-71.6% | $154,108-66.7% | $135,380-62.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.02% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $5,128 | $6,035-15.0% | $5,298-3.2% | $4,779+7.3% |
| Participant deferral / active EE | $8,561 | $5,806+47.4% | $5,081+68.5% | $5,609+52.6% |
| Admin fee / account holder | $2,472 | $16,145-84.7% | $13,411-81.6% | $10,828-77.2% |