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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 | $57,924 | $180,462-67.9% | $154,111-62.4% | $135,379-57.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.41% | 888.17%-890.6pp | 735.18%-737.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $2,906 | $6,036-51.9% | $5,298-45.1% | $4,779-39.2% |
| Participant deferral / active EE | $5,993 | $5,806+3.2% | $5,081+18.0% | $5,609+6.9% |
| Admin fee / account holder | $507 | $16,145-96.9% | $13,411-96.2% | $10,828-95.3% |