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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 | $97,424 | $138,114-29.5% | $125,391-22.3% | $134,545-27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.23% | 750.88%-755.1pp | 572.41%-576.6pp | 418.37%-422.6pp |
| Employer contribution / active EE | $74,805 | $5,246+1326.0% | $4,816+1453.3% | $4,742+1477.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,779 | $11,570-15.5% | $10,009-2.3% | $11,431-14.4% |