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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 | $33,357 | $180,459-81.5% | $154,108-78.4% | $135,380-75.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $8,327 | $6,035+38.0% | $5,298+57.2% | $4,779+74.2% |
| Participant deferral / active EE | $4,880 | $5,806-16.0% | $5,081-4.0% | $5,609-13.0% |
| Admin fee / account holder | $736 | $16,145-95.4% | $13,411-94.5% | $10,828-93.2% |