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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 | $84,666 | $180,459-53.1% | $154,108-45.1% | $135,380-37.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,937 | $6,035-18.2% | $5,298-6.8% | $4,779+3.3% |
| Participant deferral / active EE | $7,949 | $5,806+36.9% | $5,081+56.5% | $5,609+41.7% |
| Admin fee / account holder | $680 | $16,145-95.8% | $13,411-94.9% | $10,828-93.7% |