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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 | $76,747 | $180,459-57.5% | $154,108-50.2% | $135,380-43.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.58% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $5,735 | $6,035-5.0% | $5,298+8.3% | $4,779+20.0% |
| Participant deferral / active EE | $4,429 | $5,806-23.7% | $5,081-12.8% | $5,609-21.0% |
| Admin fee / account holder | $488 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |