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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 | $85,374 | $160,059-46.7% | $140,019-39.0% | $135,379-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.84% | 911.44%-919.3pp | 651.15%-659.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $5,721 | $6,420-10.9% | $5,605+2.1% | $4,779+19.7% |
| Participant deferral / active EE | $17,332 | $7,641+126.8% | $6,927+150.2% | $5,609+209.0% |
| Admin fee / account holder | $25,250 | $13,328+89.5% | $10,705+135.9% | $10,828+133.2% |