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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 | $63,672 | $180,462-64.7% | $154,111-58.7% | $135,379-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.44% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $3,267 | $6,036-45.9% | $5,298-38.3% | $4,779-31.6% |
| Participant deferral / active EE | $3,884 | $5,806-33.1% | $5,081-23.6% | $5,609-30.8% |
| Admin fee / account holder | $6,458 | $16,145-60.0% | $13,411-51.8% | $10,828-40.4% |