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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 | $40,978 | $180,459-77.3% | $154,108-73.4% | $135,380-69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.31% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $2,931 | $6,035-51.4% | $5,298-44.7% | $4,779-38.7% |
| Participant deferral / active EE | $9,600 | $5,806+65.3% | $5,081+89.0% | $5,609+71.2% |
| Admin fee / account holder | $2,621 | $16,145-83.8% | $13,411-80.5% | $10,828-75.8% |