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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 | $65,500 | $180,462-63.7% | $154,111-57.5% | $135,379-51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,736 | $6,036-71.2% | $5,298-67.2% | $4,779-63.7% |
| Participant deferral / active EE | $4,991 | $5,806-14.0% | $5,081-1.8% | $5,609-11.0% |
| Admin fee / account holder | $1,175 | $16,145-92.7% | $13,411-91.2% | $10,828-89.2% |