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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 | $90,682 | $180,462-49.8% | $154,111-41.2% | $135,379-33.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,114 | $6,036-48.4% | $5,298-41.2% | $4,779-34.8% |
| Participant deferral / active EE | $6,292 | $5,806+8.4% | $5,081+23.8% | $5,609+12.2% |
| Admin fee / account holder | $328 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |