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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 | $104,654 | $160,059-34.6% | $140,019-25.3% | $135,380-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.24% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $4,226 | $6,420-34.2% | $5,605-24.6% | $4,779-11.6% |
| Participant deferral / active EE | $5,997 | $7,641-21.5% | $6,927-13.4% | $5,609+6.9% |
| Admin fee / account holder | $29,459 | $13,328+121.0% | $10,705+175.2% | $10,828+172.1% |