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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 | $119,278 | $180,459-33.9% | $154,108-22.6% | $135,380-11.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.55% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $8,883 | $6,035+47.2% | $5,298+67.7% | $4,779+85.9% |
| Participant deferral / active EE | $6,230 | $5,806+7.3% | $5,081+22.6% | $5,609+11.1% |
| Admin fee / account holder | $4,318 | $16,145-73.3% | $13,411-67.8% | $10,828-60.1% |