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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 | $71,374 | $160,059-55.4% | $140,019-49.0% | $135,382-47.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.17% | 911.44%-917.6pp | 651.15%-657.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $7,260 | $6,420+13.1% | $5,605+29.5% | $4,779+51.9% |
| Participant deferral / active EE | $11,182 | $7,641+46.3% | $6,927+61.4% | $5,609+99.4% |
| Admin fee / account holder | $3,479 | $13,328-73.9% | $10,705-67.5% | $10,829-67.9% |