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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 | $53,440 | $160,059-66.6% | $140,019-61.8% | $135,382-60.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.13% | 911.44%-915.6pp | 651.15%-655.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $4,058 | $6,420-36.8% | $5,605-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,886 | $13,328-10.8% | $10,705+11.0% | $10,829+9.8% |