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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 | $69,842 | $180,466-61.3% | $154,114-54.7% | $135,382-48.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 888.15%-894.7pp | 735.16%-741.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,847 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $3,418 | $5,806-41.1% | $5,081-32.7% | $5,609-39.1% |
| Admin fee / account holder | $3,187 | $16,144-80.3% | $13,411-76.2% | $10,829-70.6% |