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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 | $39,795 | $180,459-77.9% | $154,108-74.2% | $135,380-70.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.00% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,337 | $6,035-61.3% | $5,298-55.9% | $4,779-51.1% |
| Participant deferral / active EE | $4,341 | $5,806-25.2% | $5,081-14.6% | $5,609-22.6% |
| Admin fee / account holder | $812 | $16,145-95.0% | $13,411-93.9% | $10,828-92.5% |