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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 | $114,886 | $180,462-36.3% | $154,111-25.5% | $135,379-15.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $5,445 | $6,036-9.8% | $5,298+2.8% | $4,779+13.9% |
| Participant deferral / active EE | $6,449 | $5,806+11.1% | $5,081+26.9% | $5,609+15.0% |
| Admin fee / account holder | $1,224 | $16,145-92.4% | $13,411-90.9% | $10,828-88.7% |