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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 | $54,018 | $180,462-70.1% | $154,111-64.9% | $135,379-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 888.17%-896.4pp | 735.18%-743.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $7,918 | $6,036+31.2% | $5,298+49.5% | $4,779+65.7% |
| Participant deferral / active EE | $4,883 | $5,806-15.9% | $5,081-3.9% | $5,609-13.0% |
| Admin fee / account holder | $936 | $16,145-94.2% | $13,411-93.0% | $10,828-91.4% |