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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 | $35,194 | $180,466-80.5% | $154,114-77.2% | $135,382-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.64% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $7,364 | $6,035+22.0% | $5,298+39.0% | $4,779+54.1% |
| Participant deferral / active EE | $14,876 | $5,806+156.2% | $5,081+192.8% | $5,609+165.2% |
| Admin fee / account holder | $1,422 | $16,144-91.2% | $13,411-89.4% | $10,829-86.9% |