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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 | $75,303 | $180,459-58.3% | $154,108-51.1% | $135,380-44.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.62% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,364 | $6,035-60.8% | $5,298-55.4% | $4,779-50.5% |
| Participant deferral / active EE | $4,604 | $5,806-20.7% | $5,081-9.4% | $5,609-17.9% |
| Admin fee / account holder | $2,832 | $16,145-82.5% | $13,411-78.9% | $10,828-73.8% |