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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 | $66,254 | $180,462-63.3% | $154,111-57.0% | $135,379-51.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.15% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $2,132 | $6,036-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $7,432 | $5,806+28.0% | $5,081+46.3% | $5,609+32.5% |
| Admin fee / account holder | $488 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |