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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 | $67,031 | $180,462-62.9% | $154,111-56.5% | $135,379-50.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.59% | 888.17%-890.8pp | 735.18%-737.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $13,251 | $6,036+119.6% | $5,298+150.1% | $4,779+177.3% |
| Participant deferral / active EE | $8,473 | $5,806+45.9% | $5,081+66.8% | $5,609+51.1% |
| Admin fee / account holder | $6,344 | $16,145-60.7% | $13,411-52.7% | $10,828-41.4% |