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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 | $69,254 | $160,059-56.7% | $140,019-50.5% | $135,380-48.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.26% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.1pp |
| Employer contribution / active EE | $7,602 | $6,420+18.4% | $5,605+35.6% | $4,779+59.1% |
| Participant deferral / active EE | $11,853 | $7,641+55.1% | $6,927+71.1% | $5,609+111.3% |
| Admin fee / account holder | $4,269 | $13,328-68.0% | $10,705-60.1% | $10,828-60.6% |