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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 | $57,063 | $180,466-68.4% | $154,114-63.0% | $135,382-57.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | 888.15%-894.1pp | 735.16%-741.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $3,457 | $6,035-42.7% | $5,298-34.8% | $4,779-27.7% |
| Participant deferral / active EE | $8,341 | $5,806+43.7% | $5,081+64.2% | $5,609+48.7% |
| Admin fee / account holder | $1,932 | $16,144-88.0% | $13,411-85.6% | $10,829-82.2% |