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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 | $99,540 | $180,466-44.8% | $154,114-35.4% | $135,382-26.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.45% | 888.15%-892.6pp | 735.16%-739.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $9,116 | $6,035+51.0% | $5,298+72.1% | $4,779+90.8% |
| Participant deferral / active EE | $4,982 | $5,806-14.2% | $5,081-1.9% | $5,609-11.2% |
| Admin fee / account holder | $5,833 | $16,144-63.9% | $13,411-56.5% | $10,829-46.1% |