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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 | $132,191 | $160,059-17.4% | $140,019-5.6% | $135,380-2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.19% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $6,492 | $6,420+1.1% | $5,605+15.8% | $4,779+35.8% |
| Participant deferral / active EE | $10,261 | $7,641+34.3% | $6,927+48.1% | $5,609+82.9% |
| Admin fee / account holder | $13,249 | $13,328-0.6% | $10,705+23.8% | $10,828+22.4% |