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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 | $131,688 | $180,459-27.0% | $154,108-14.5% | $135,380-2.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.72% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,001 | $6,035-66.9% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $3,443 | $5,806-40.7% | $5,081-32.2% | $5,609-38.6% |
| Admin fee / account holder | $1,856 | $16,145-88.5% | $13,411-86.2% | $10,828-82.9% |