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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 | $67,529 | $160,059-57.8% | $140,019-51.8% | $135,380-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.70% | 911.48%-916.2pp | 651.17%-655.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,579 | $6,420-44.3% | $5,605-36.2% | $4,779-25.1% |
| Participant deferral / active EE | $8,809 | $7,641+15.3% | $6,927+27.2% | $5,609+57.0% |
| Admin fee / account holder | $20,951 | $13,328+57.2% | $10,705+95.7% | $10,828+93.5% |