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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 | $63,664 | $180,459-64.7% | $154,108-58.7% | $135,380-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.20% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,530 | $6,035-58.1% | $5,298-52.2% | $4,779-47.1% |
| Participant deferral / active EE | $6,521 | $5,806+12.3% | $5,081+28.4% | $5,609+16.3% |
| Admin fee / account holder | $3,482 | $16,145-78.4% | $13,411-74.0% | $10,828-67.8% |