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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 | $31,194 | $180,466-82.7% | $154,114-79.8% | $135,382-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.79% | 888.15%-890.9pp | 735.16%-738.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $1,872 | $6,035-69.0% | $5,298-64.7% | $4,779-60.8% |
| Participant deferral / active EE | $2,605 | $5,806-55.1% | $5,081-48.7% | $5,609-53.6% |
| Admin fee / account holder | $3,440 | $16,144-78.7% | $13,411-74.3% | $10,829-68.2% |