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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 | $132,302 | $160,059-17.3% | $140,019-5.5% | $135,380-2.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.22% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $4,494 | $6,420-30.0% | $5,605-19.8% | $4,779-6.0% |
| Participant deferral / active EE | $8,562 | $7,641+12.1% | $6,927+23.6% | $5,609+52.7% |
| Admin fee / account holder | $3,508 | $13,328-73.7% | $10,705-67.2% | $10,828-67.6% |