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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 | $90,998 | $138,114-34.1% | $125,391-27.4% | $134,545-32.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.41% | 750.88%-759.3pp | 572.41%-580.8pp | 418.37%-426.8pp |
| Employer contribution / active EE | $8,595 | $5,246+63.9% | $4,816+78.5% | $4,742+81.3% |
| Participant deferral / active EE | $7,716 | $7,801-1.1% | $7,448+3.6% | $6,401+20.5% |
| Admin fee / account holder | $1,233 | $11,570-89.3% | $10,009-87.7% | $11,431-89.2% |