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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 | $59,826 | $180,459-66.8% | $154,108-61.2% | $135,380-55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.87% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,007 | $6,035-0.5% | $5,298+13.4% | $4,779+25.7% |
| Participant deferral / active EE | $5,608 | $5,806-3.4% | $5,081+10.4% | $5,6090% |
| Admin fee / account holder | $1,476 | $16,145-90.9% | $13,411-89.0% | $10,828-86.4% |