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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 | $56,281 | $180,459-68.8% | $154,108-63.5% | $135,380-58.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.75% | 888.21%-891.0pp | 735.21%-738.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $5,659 | $6,035-6.2% | $5,298+6.8% | $4,779+18.4% |
| Participant deferral / active EE | $4,900 | $5,806-15.6% | $5,081-3.6% | $5,609-12.6% |
| Admin fee / account holder | $66,375 | $16,145+311.1% | $13,411+394.9% | $10,828+513.0% |