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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 | $81,059 | $180,459-55.1% | $154,108-47.4% | $135,380-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.08% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $4,670 | $6,035-22.6% | $5,298-11.8% | $4,779-2.3% |
| Participant deferral / active EE | $5,316 | $5,806-8.4% | $5,081+4.6% | $5,609-5.2% |
| Admin fee / account holder | $1,278 | $16,145-92.1% | $13,411-90.5% | $10,828-88.2% |