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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 | $105,083 | $180,459-41.8% | $154,108-31.8% | $135,380-22.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.65% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $8,644 | $6,035+43.2% | $5,298+63.2% | $4,779+80.9% |
| Participant deferral / active EE | $7,281 | $5,806+25.4% | $5,081+43.3% | $5,609+29.8% |
| Admin fee / account holder | $7,344 | $16,145-54.5% | $13,411-45.2% | $10,828-32.2% |