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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 | $47,812 | $180,459-73.5% | $154,108-69.0% | $135,380-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $6,778 | $6,035+12.3% | $5,298+28.0% | $4,779+41.8% |
| Participant deferral / active EE | $5,694 | $5,806-1.9% | $5,081+12.1% | $5,609+1.5% |
| Admin fee / account holder | $651 | $16,145-96.0% | $13,411-95.1% | $10,828-94.0% |