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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 | $73,352 | $180,459-59.4% | $154,108-52.4% | $135,380-45.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,254 | $6,035-29.5% | $5,298-19.7% | $4,779-11.0% |
| Participant deferral / active EE | $8,957 | $5,806+54.3% | $5,081+76.3% | $5,609+59.7% |
| Admin fee / account holder | $1,517 | $16,145-90.6% | $13,411-88.7% | $10,828-86.0% |