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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 | $54,074 | $138,076-60.8% | $123,553-56.2% | $135,380-60.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.17% | 153.70%-154.9pp | 119.21%-120.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $5,158 | $5,152+0.1% | $4,628+11.5% | $4,779+7.9% |
| Participant deferral / active EE | $7,853 | $6,800+15.5% | $6,426+22.2% | $5,609+40.0% |
| Admin fee / account holder | $3,375 | $10,917-69.1% | $9,284-63.6% | $10,828-68.8% |