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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 | $96,186 | $180,459-46.7% | $154,108-37.6% | $135,380-29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.75% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,846 | $6,035-52.9% | $5,298-46.3% | $4,779-40.5% |
| Participant deferral / active EE | $9,857 | $5,806+69.8% | $5,081+94.0% | $5,609+75.7% |
| Admin fee / account holder | $1,118 | $16,145-93.1% | $13,411-91.7% | $10,828-89.7% |