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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 | $46,668 | $180,459-74.1% | $154,108-69.7% | $135,380-65.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.07% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $8,848 | $6,035+46.6% | $5,298+67.0% | $4,779+85.2% |
| Participant deferral / active EE | $4,869 | $5,806-16.1% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $1,446 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |