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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 | $38,774 | $180,459-78.5% | $154,108-74.8% | $135,380-71.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.44% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $5,858 | $6,035-2.9% | $5,298+10.6% | $4,779+22.6% |
| Participant deferral / active EE | $5,609 | $5,806-3.4% | $5,081+10.4% | $5,6090% |
| Admin fee / account holder | $1,309 | $16,145-91.9% | $13,411-90.2% | $10,828-87.9% |