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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 | $91,179 | $180,459-49.5% | $154,108-40.8% | $135,380-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.22% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,602 | $6,035-23.8% | $5,298-13.1% | $4,779-3.7% |
| Participant deferral / active EE | $12,575 | $5,806+116.6% | $5,081+147.5% | $5,609+124.2% |
| Admin fee / account holder | $832 | $16,145-94.8% | $13,411-93.8% | $10,828-92.3% |