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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 | $62,262 | $180,459-65.5% | $154,108-59.6% | $135,380-54.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.47% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,634 | $6,035-72.9% | $5,298-69.2% | $4,779-65.8% |
| Participant deferral / active EE | $5,093 | $5,806-12.3% | $5,081+0.2% | $5,609-9.2% |
| Admin fee / account holder | $2,031 | $16,145-87.4% | $13,411-84.9% | $10,828-81.2% |