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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 | $36,000 | $180,466-80.1% | $154,114-76.6% | $135,382-73.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.74% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $3,610 | $6,035-40.2% | $5,298-31.9% | $4,779-24.5% |
| Participant deferral / active EE | $6,016 | $5,806+3.6% | $5,081+18.4% | $5,609+7.3% |
| Admin fee / account holder | $911 | $16,144-94.4% | $13,411-93.2% | $10,829-91.6% |