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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 | $56,492 | $180,455-68.7% | $154,111-63.3% | $135,377-58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.86% | 888.14%-895.0pp | 735.15%-742.0pp | 519.75%-526.6pp |
| Employer contribution / active EE | $2,784 | $6,035-53.9% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $6,920 | $5,806+19.2% | $5,081+36.2% | $5,609+23.4% |
| Admin fee / account holder | $13,141 | $16,144-18.6% | $13,411-2.0% | $10,828+21.4% |