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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 | $45,057 | $180,459-75.0% | $154,108-70.8% | $135,380-66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,886 | $6,035-19.0% | $5,298-7.8% | $4,779+2.2% |
| Participant deferral / active EE | $4,600 | $5,806-20.8% | $5,081-9.5% | $5,609-18.0% |
| Admin fee / account holder | $4,607 | $16,145-71.5% | $13,411-65.6% | $10,828-57.5% |