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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 | $73,039 | $180,459-59.5% | $154,108-52.6% | $135,380-46.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.16% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,829 | $6,035-69.7% | $5,298-65.5% | $4,779-61.7% |
| Participant deferral / active EE | $8,350 | $5,806+43.8% | $5,081+64.3% | $5,609+48.9% |
| Admin fee / account holder | $81,220 | $16,145+403.1% | $13,411+505.6% | $10,828+650.1% |