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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 | $93,016 | $180,459-48.5% | $154,108-39.6% | $135,380-31.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.39% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,703 | $6,035+27.6% | $5,298+45.4% | $4,779+61.2% |
| Participant deferral / active EE | $7,613 | $5,806+31.1% | $5,081+49.8% | $5,609+35.7% |
| Admin fee / account holder | $9,401 | $16,145-41.8% | $13,411-29.9% | $10,828-13.2% |