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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 | $89,475 | $180,459-50.4% | $154,108-41.9% | $135,380-33.9% |
| 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 | $3,497 | $6,035-42.1% | $5,298-34.0% | $4,779-26.8% |
| Participant deferral / active EE | $4,986 | $5,806-14.1% | $5,081-1.9% | $5,609-11.1% |
| Admin fee / account holder | $325 | $16,145-98.0% | $13,411-97.6% | $10,828-97.0% |