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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 | $133,684 | $160,059-16.5% | $140,019-4.5% | $135,380-1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.04% | 911.48%-919.5pp | 651.17%-659.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $5,226 | $6,420-18.6% | $5,605-6.8% | $4,779+9.4% |
| Participant deferral / active EE | $10,827 | $7,641+41.7% | $6,927+56.3% | $5,609+93.0% |
| Admin fee / account holder | $11,638 | $13,328-12.7% | $10,705+8.7% | $10,828+7.5% |