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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 | $53,408 | $180,459-70.4% | $154,108-65.3% | $135,380-60.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $19,684 | $6,035+226.1% | $5,298+271.6% | $4,779+311.9% |
| Participant deferral / active EE | $12,072 | $5,806+107.9% | $5,081+137.6% | $5,609+115.2% |
| Admin fee / account holder | $603 | $16,145-96.3% | $13,411-95.5% | $10,828-94.4% |