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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 | $69,191 | $180,462-61.7% | $154,111-55.1% | $135,379-48.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.95% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $19,189 | $6,036+217.9% | $5,298+262.2% | $4,779+301.5% |
| Participant deferral / active EE | $12,875 | $5,806+121.7% | $5,081+153.4% | $5,609+129.5% |
| Admin fee / account holder | $463 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |