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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 | $76,141 | $180,459-57.8% | $154,108-50.6% | $135,380-43.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.35% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,857 | $6,035+79.9% | $5,298+105.0% | $4,779+127.2% |
| Participant deferral / active EE | $7,151 | $5,806+23.2% | $5,081+40.7% | $5,609+27.5% |
| Admin fee / account holder | $12,967 | $16,145-19.7% | $13,411-3.3% | $10,828+19.8% |