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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 | $97,052 | $180,466-46.2% | $154,114-37.0% | $135,382-28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.63% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $1,895 | $6,035-68.6% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $3,335 | $5,806-42.6% | $5,081-34.4% | $5,609-40.5% |
| Admin fee / account holder | $857 | $16,144-94.7% | $13,411-93.6% | $10,829-92.1% |