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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 | $75,744 | $180,462-58.0% | $154,111-50.9% | $135,379-44.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.47% | 888.17%-894.6pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $8,281 | $6,036+37.2% | $5,298+56.3% | $4,779+73.3% |
| Participant deferral / active EE | $12,205 | $5,806+110.2% | $5,081+140.2% | $5,609+117.6% |
| Admin fee / account holder | $2,174 | $16,145-86.5% | $13,411-83.8% | $10,828-79.9% |