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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 | $66,042 | $180,459-63.4% | $154,108-57.1% | $135,380-51.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.51% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,619 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $4,047 | $5,806-30.3% | $5,081-20.3% | $5,609-27.8% |
| Admin fee / account holder | $9,356 | $16,145-42.1% | $13,411-30.2% | $10,828-13.6% |