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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 | $70,649 | $180,459-60.9% | $154,108-54.2% | $135,380-47.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.28% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $9,531 | $6,035+57.9% | $5,298+79.9% | $4,779+99.4% |
| Participant deferral / active EE | $8,683 | $5,806+49.5% | $5,081+70.9% | $5,609+54.8% |
| Admin fee / account holder | $27,778 | $16,145+72.1% | $13,411+107.1% | $10,828+156.5% |