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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 | $63,012 | $180,459-65.1% | $154,108-59.1% | $135,380-53.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.39% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,005 | $6,035-66.8% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $5,430 | $5,806-6.5% | $5,081+6.9% | $5,609-3.2% |
| Admin fee / account holder | $1,244 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |