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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 | $45,055 | $180,462-75.0% | $154,111-70.8% | $135,379-66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.75% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,333 | $6,036-44.8% | $5,298-37.1% | $4,779-30.2% |
| Participant deferral / active EE | $2,474 | $5,806-57.4% | $5,081-51.3% | $5,609-55.9% |
| Admin fee / account holder | $2,149 | $16,145-86.7% | $13,411-84.0% | $10,828-80.2% |