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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 | $63,394 | $180,466-64.9% | $154,114-58.9% | $135,382-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $4,095 | $6,035-32.2% | $5,298-22.7% | $4,779-14.3% |
| Participant deferral / active EE | $6,270 | $5,806+8.0% | $5,081+23.4% | $5,609+11.8% |
| Admin fee / account holder | $2,920 | $16,144-81.9% | $13,411-78.2% | $10,829-73.0% |