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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 | $64,420 | $160,059-59.8% | $140,019-54.0% | $135,380-52.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.23% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,682 | $6,420-73.8% | $5,605-70.0% | $4,779-64.8% |
| Participant deferral / active EE | $6,703 | $7,641-12.3% | $6,927-3.2% | $5,609+19.5% |
| Admin fee / account holder | $2,626 | $13,328-80.3% | $10,705-75.5% | $10,828-75.7% |