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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 | $47,536 | $160,059-70.3% | $140,019-66.1% | $135,379-64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.64% | 911.44%-917.1pp | 651.15%-656.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $4,458 | $6,420-30.6% | $5,605-20.5% | $4,779-6.7% |
| Participant deferral / active EE | $5,393 | $7,641-29.4% | $6,927-22.1% | $5,609-3.8% |
| Admin fee / account holder | $10,843 | $13,328-18.6% | $10,705+1.3% | $10,828+0.1% |