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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 | $86,174 | $180,459-52.2% | $154,108-44.1% | $135,380-36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.60% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $6,667 | $6,035+10.5% | $5,298+25.8% | $4,779+39.5% |
| Participant deferral / active EE | $5,430 | $5,806-6.5% | $5,081+6.9% | $5,609-3.2% |
| Admin fee / account holder | $514 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |