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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 | $54,973 | $180,459-69.5% | $154,108-64.3% | $135,380-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.61% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $6,349 | $6,035+5.2% | $5,298+19.8% | $4,779+32.8% |
| Participant deferral / active EE | $4,125 | $5,806-29.0% | $5,081-18.8% | $5,609-26.5% |
| Admin fee / account holder | $4,584 | $16,145-71.6% | $13,411-65.8% | $10,828-57.7% |