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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 | $69,769 | $180,459-61.3% | $154,108-54.7% | $135,380-48.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.94% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,486 | $6,035-9.1% | $5,298+3.6% | $4,779+14.8% |
| Participant deferral / active EE | $6,553 | $5,806+12.9% | $5,081+29.0% | $5,609+16.8% |
| Admin fee / account holder | $337 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |