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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 | $95,698 | $180,459-47.0% | $154,108-37.9% | $135,380-29.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.22% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,874 | $6,035-52.4% | $5,298-45.7% | $4,779-39.9% |
| Participant deferral / active EE | $6,260 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $6,311 | $16,145-60.9% | $13,411-52.9% | $10,828-41.7% |