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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 | $88,306 | $180,459-51.1% | $154,108-42.7% | $135,380-34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.51% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $4,978 | $6,035-17.5% | $5,298-6.0% | $4,779+4.2% |
| Participant deferral / active EE | $4,337 | $5,806-25.3% | $5,081-14.6% | $5,609-22.7% |
| Admin fee / account holder | $1,747 | $16,145-89.2% | $13,411-87.0% | $10,828-83.9% |