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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 | $64,209 | $180,459-64.4% | $154,108-58.3% | $135,380-52.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $5,669 | $6,035-6.1% | $5,298+7.0% | $4,779+18.6% |
| Participant deferral / active EE | $10,595 | $5,806+82.5% | $5,081+108.5% | $5,609+88.9% |
| Admin fee / account holder | $1,664 | $16,145-89.7% | $13,411-87.6% | $10,828-84.6% |