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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 | $61,933 | $180,459-65.7% | $154,108-59.8% | $135,380-54.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.94% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,766 | $6,035-70.7% | $5,298-66.7% | $4,779-63.0% |
| Participant deferral / active EE | $3,363 | $5,806-42.1% | $5,081-33.8% | $5,609-40.0% |
| Admin fee / account holder | $61,314 | $16,145+279.8% | $13,411+357.2% | $10,828+466.3% |