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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 | $95,593 | $180,459-47.0% | $154,108-38.0% | $135,380-29.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.07% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $3,789 | $6,035-37.2% | $5,298-28.5% | $4,779-20.7% |
| Participant deferral / active EE | $4,359 | $5,806-24.9% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $27,454 | $16,145+70.0% | $13,411+104.7% | $10,828+153.5% |