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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 | $102,756 | $180,462-43.1% | $154,111-33.3% | $135,379-24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.34% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,914 | $6,036-51.7% | $5,298-45.0% | $4,779-39.0% |
| Participant deferral / active EE | $3,456 | $5,806-40.5% | $5,081-32.0% | $5,609-38.4% |
| Admin fee / account holder | $7,112 | $16,145-55.9% | $13,411-47.0% | $10,828-34.3% |