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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 | $122,674 | $160,059-23.4% | $140,019-12.4% | $135,380-9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.81% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $9,311 | $6,420+45.0% | $5,605+66.1% | $4,779+94.8% |
| Participant deferral / active EE | $11,665 | $7,641+52.7% | $6,927+68.4% | $5,609+108.0% |
| Admin fee / account holder | $1,185 | $13,328-91.1% | $10,705-88.9% | $10,828-89.1% |