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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 | $63,363 | $180,459-64.9% | $154,108-58.9% | $135,380-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.37% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,211 | $6,035-30.2% | $5,298-20.5% | $4,779-11.9% |
| Participant deferral / active EE | $5,697 | $5,806-1.9% | $5,081+12.1% | $5,609+1.6% |
| Admin fee / account holder | $2,185 | $16,145-86.5% | $13,411-83.7% | $10,828-79.8% |