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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 | $56,598 | $180,459-68.6% | $154,108-63.3% | $135,380-58.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.54% | 888.21%-895.8pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $6,124 | $6,035+1.5% | $5,298+15.6% | $4,779+28.1% |
| Participant deferral / active EE | $5,250 | $5,806-9.6% | $5,081+3.3% | $5,609-6.4% |
| Admin fee / account holder | $1,981 | $16,145-87.7% | $13,411-85.2% | $10,828-81.7% |