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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 | $62,552 | $160,059-60.9% | $140,019-55.3% | $135,380-53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.29% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,396 | $6,420-62.7% | $5,605-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $4,653 | $7,641-39.1% | $6,927-32.8% | $5,609-17.1% |
| Admin fee / account holder | $3,509 | $13,328-73.7% | $10,705-67.2% | $10,828-67.6% |