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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 | $63,602 | $180,459-64.8% | $154,108-58.7% | $135,380-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,765 | $6,035-54.2% | $5,298-47.8% | $4,779-42.1% |
| Participant deferral / active EE | $5,626 | $5,806-3.1% | $5,081+10.7% | $5,609+0.3% |
| Admin fee / account holder | $2,482 | $16,145-84.6% | $13,411-81.5% | $10,828-77.1% |