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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 | $41,104 | $180,466-77.2% | $154,114-73.3% | $135,382-69.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.28% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,943 | $6,035-51.2% | $5,298-44.4% | $4,779-38.4% |
| Participant deferral / active EE | $3,308 | $5,806-43.0% | $5,081-34.9% | $5,609-41.0% |
| Admin fee / account holder | $2,017 | $16,144-87.5% | $13,411-85.0% | $10,829-81.4% |