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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 | $47,852 | $180,459-73.5% | $154,108-68.9% | $135,380-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.80% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $8,411 | $6,035+39.4% | $5,298+58.8% | $4,779+76.0% |
| Participant deferral / active EE | $7,244 | $5,806+24.8% | $5,081+42.6% | $5,609+29.1% |
| Admin fee / account holder | $16,325 | $16,145+1.1% | $13,411+21.7% | $10,828+50.8% |