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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 | $94,787 | $180,459-47.5% | $154,108-38.5% | $135,380-30.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.64% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,004 | $6,035+32.6% | $5,298+51.1% | $4,779+67.5% |
| Participant deferral / active EE | $2,375 | $5,806-59.1% | $5,081-53.3% | $5,609-57.7% |
| Admin fee / account holder | $593 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |