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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 | $117,006 | $180,459-35.2% | $154,108-24.1% | $135,380-13.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.25% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $8,955 | $6,035+48.4% | $5,298+69.0% | $4,779+87.4% |
| Participant deferral / active EE | $8,064 | $5,806+38.9% | $5,081+58.7% | $5,609+43.8% |
| Admin fee / account holder | $4,619 | $16,145-71.4% | $13,411-65.6% | $10,828-57.3% |