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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 | $73,650 | $180,459-59.2% | $154,108-52.2% | $135,380-45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.42% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,674 | $6,035-72.3% | $5,298-68.4% | $4,779-65.0% |
| Participant deferral / active EE | $5,348 | $5,806-7.9% | $5,081+5.3% | $5,609-4.7% |
| Admin fee / account holder | $1,743 | $16,145-89.2% | $13,411-87.0% | $10,828-83.9% |