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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 | $56,815 | $180,462-68.5% | $154,111-63.1% | $135,379-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $4,610 | $6,036-23.6% | $5,298-13.0% | $4,779-3.5% |
| Participant deferral / active EE | $7,126 | $5,806+22.7% | $5,081+40.3% | $5,609+27.0% |
| Admin fee / account holder | $3,156 | $16,145-80.5% | $13,411-76.5% | $10,828-70.9% |