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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 | $77,202 | $180,459-57.2% | $154,108-49.9% | $135,380-43.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.45% | 888.21%-889.7pp | 735.21%-736.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $5,079 | $6,035-15.8% | $5,298-4.1% | $4,779+6.3% |
| Participant deferral / active EE | $5,748 | $5,806-1.0% | $5,081+13.1% | $5,609+2.5% |
| Admin fee / account holder | $4,514 | $16,145-72.0% | $13,411-66.3% | $10,828-58.3% |