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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 | $51,634 | $180,459-71.4% | $154,108-66.5% | $135,380-61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.14% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $5,129 | $6,035-15.0% | $5,298-3.2% | $4,779+7.3% |
| Participant deferral / active EE | $5,782 | $5,806-0.4% | $5,081+13.8% | $5,609+3.1% |
| Admin fee / account holder | $751 | $16,145-95.3% | $13,411-94.4% | $10,828-93.1% |