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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 | $40,757 | $180,462-77.4% | $154,111-73.6% | $135,379-69.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.17% | 888.17%-896.3pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $6,134 | $6,036+1.6% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $5,574 | $5,806-4.0% | $5,081+9.7% | $5,609-0.6% |
| Admin fee / account holder | $3,523 | $16,145-78.2% | $13,411-73.7% | $10,828-67.5% |