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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 | $80,664 | $160,059-49.6% | $140,019-42.4% | $135,380-40.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.74% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,298 | $6,420-64.2% | $5,605-59.0% | $4,779-51.9% |
| Participant deferral / active EE | $7,051 | $7,641-7.7% | $6,927+1.8% | $5,609+25.7% |
| Admin fee / account holder | $20,590 | $13,328+54.5% | $10,705+92.3% | $10,828+90.2% |