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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 | $78,944 | $180,459-56.3% | $154,108-48.8% | $135,380-41.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.56% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $7,290 | $6,035+20.8% | $5,298+37.6% | $4,779+52.5% |
| Participant deferral / active EE | $6,740 | $5,806+16.1% | $5,081+32.7% | $5,609+20.2% |
| Admin fee / account holder | $1,998 | $16,145-87.6% | $13,411-85.1% | $10,828-81.5% |