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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 | $57,265 | $180,462-68.3% | $154,111-62.8% | $135,379-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.18% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $3,991 | $6,036-33.9% | $5,298-24.7% | $4,779-16.5% |
| Participant deferral / active EE | $2,042 | $5,806-64.8% | $5,081-59.8% | $5,609-63.6% |
| Admin fee / account holder | $333 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |