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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 | $50,656 | $180,459-71.9% | $154,108-67.1% | $135,380-62.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.05% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $8,426 | $6,035+39.6% | $5,298+59.1% | $4,779+76.3% |
| Participant deferral / active EE | $5,009 | $5,806-13.7% | $5,081-1.4% | $5,609-10.7% |
| Admin fee / account holder | $485 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |