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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 | $82,528 | $180,459-54.3% | $154,108-46.4% | $135,380-39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.09% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $4,057 | $6,035-32.8% | $5,298-23.4% | $4,779-15.1% |
| Participant deferral / active EE | $4,161 | $5,806-28.3% | $5,081-18.1% | $5,609-25.8% |
| Admin fee / account holder | $491 | $16,145-97.0% | $13,411-96.3% | $10,828-95.5% |