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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 | $49,727 | $180,459-72.4% | $154,108-67.7% | $135,380-63.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.89% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,983 | $6,035+32.3% | $5,298+50.7% | $4,779+67.0% |
| Participant deferral / active EE | $4,078 | $5,806-29.8% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $475 | $16,145-97.1% | $13,411-96.5% | $10,828-95.6% |