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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 | $96,883 | $160,059-39.5% | $140,019-30.8% | $135,380-28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.89% | 911.48%-918.4pp | 651.17%-658.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $6,376 | $6,420-0.7% | $5,605+13.8% | $4,779+33.4% |
| Participant deferral / active EE | $4,979 | $7,641-34.8% | $6,927-28.1% | $5,609-11.2% |
| Admin fee / account holder | $1,495 | $13,328-88.8% | $10,705-86.0% | $10,828-86.2% |