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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 | $79,041 | $160,059-50.6% | $140,019-43.5% | $135,380-41.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.33% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,159 | $6,420-66.4% | $5,605-61.5% | $4,779-54.8% |
| Participant deferral / active EE | $3,289 | $7,641-57.0% | $6,927-52.5% | $5,609-41.4% |
| Admin fee / account holder | $1,466 | $13,328-89.0% | $10,705-86.3% | $10,828-86.5% |