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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 | $107,068 | $160,059-33.1% | $140,019-23.5% | $135,380-20.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.76% | 911.48%-914.2pp | 651.17%-653.9pp | 519.81%-522.6pp |
| Employer contribution / active EE | $2,333 | $6,420-63.7% | $5,605-58.4% | $4,779-51.2% |
| Participant deferral / active EE | $3,100 | $7,641-59.4% | $6,927-55.2% | $5,609-44.7% |
| Admin fee / account holder | $925 | $13,328-93.1% | $10,705-91.4% | $10,828-91.5% |