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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 | $59,178 | $180,459-67.2% | $154,108-61.6% | $135,380-56.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $5,218 | $6,035-13.5% | $5,298-1.5% | $4,779+9.2% |
| Participant deferral / active EE | $6,862 | $5,806+18.2% | $5,081+35.1% | $5,609+22.3% |
| Admin fee / account holder | $1,992 | $16,145-87.7% | $13,411-85.1% | $10,828-81.6% |