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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 | $48,494 | $180,459-73.1% | $154,108-68.5% | $135,380-64.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.77% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,063 | $6,035-65.8% | $5,298-61.1% | $4,779-56.8% |
| Participant deferral / active EE | $4,072 | $5,806-29.9% | $5,081-19.9% | $5,609-27.4% |
| Admin fee / account holder | $8,433 | $16,145-47.8% | $13,411-37.1% | $10,828-22.1% |