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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 | $90,725 | $180,459-49.7% | $154,108-41.1% | $135,380-33.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,641 | $6,035-72.8% | $5,298-69.0% | $4,779-65.7% |
| Participant deferral / active EE | $5,979 | $5,806+3.0% | $5,081+17.7% | $5,609+6.6% |
| Admin fee / account holder | $1,454 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |