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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 | $81,669 | $180,459-54.7% | $154,108-47.0% | $135,380-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.93% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $11,920 | $6,035+97.5% | $5,298+125.0% | $4,779+149.4% |
| Participant deferral / active EE | $6,487 | $5,806+11.7% | $5,081+27.7% | $5,609+15.6% |
| Admin fee / account holder | $550 | $16,145-96.6% | $13,411-95.9% | $10,828-94.9% |