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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 | $92,152 | $160,059-42.4% | $140,019-34.2% | $135,380-31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.27% | 911.48%-914.8pp | 651.17%-654.4pp | 519.81%-523.1pp |
| Employer contribution / active EE | $6,121 | $6,420-4.7% | $5,605+9.2% | $4,779+28.1% |
| Participant deferral / active EE | $9,628 | $7,641+26.0% | $6,927+39.0% | $5,609+71.7% |
| Admin fee / account holder | $973 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |