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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 | $36,854 | $180,462-79.6% | $154,111-76.1% | $135,379-72.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.36% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,563 | $6,036-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $2,690 | $5,806-53.7% | $5,081-47.1% | $5,609-52.0% |
| Admin fee / account holder | $808 | $16,145-95.0% | $13,411-94.0% | $10,828-92.5% |