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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 | $50,762 | $180,459-71.9% | $154,108-67.1% | $135,380-62.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.55% | 888.21%-891.8pp | 735.21%-738.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $7,510 | $6,035+24.4% | $5,298+41.8% | $4,779+57.1% |
| Participant deferral / active EE | $4,509 | $5,806-22.3% | $5,081-11.2% | $5,609-19.6% |
| Admin fee / account holder | $27,873 | $16,145+72.6% | $13,411+107.8% | $10,828+157.4% |