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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 | $68,732 | $160,059-57.1% | $140,019-50.9% | $135,380-49.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.10% | 911.48%-913.6pp | 651.17%-653.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $2,187 | $6,420-65.9% | $5,605-61.0% | $4,779-54.2% |
| Participant deferral / active EE | $9,814 | $7,641+28.4% | $6,927+41.7% | $5,609+75.0% |
| Admin fee / account holder | $2,382 | $13,328-82.1% | $10,705-77.7% | $10,828-78.0% |