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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 | $78,069 | $180,459-56.7% | $154,108-49.3% | $135,380-42.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.14% | 888.21%-896.4pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $11,310 | $6,035+87.4% | $5,298+113.5% | $4,779+136.7% |
| Participant deferral / active EE | $13,963 | $5,806+140.5% | $5,081+174.8% | $5,609+148.9% |
| Admin fee / account holder | $2,761 | $16,145-82.9% | $13,411-79.4% | $10,828-74.5% |