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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 | $54,275 | $160,059-66.1% | $140,019-61.2% | $135,380-59.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.62% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,330 | $6,420-63.7% | $5,605-58.4% | $4,779-51.2% |
| Participant deferral / active EE | $2,982 | $7,641-61.0% | $6,927-57.0% | $5,609-46.8% |
| Admin fee / account holder | $1,099 | $13,328-91.8% | $10,705-89.7% | $10,828-89.9% |