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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 | $80,419 | $160,059-49.8% | $140,019-42.6% | $135,380-40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.14% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $8,104 | $6,420+26.2% | $5,605+44.6% | $4,779+69.6% |
| Participant deferral / active EE | $10,583 | $7,641+38.5% | $6,927+52.8% | $5,609+88.7% |
| Admin fee / account holder | $4,612 | $13,328-65.4% | $10,705-56.9% | $10,828-57.4% |