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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 | $72,729 | $160,059-54.6% | $140,019-48.1% | $135,380-46.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.79% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,423 | $6,420-31.1% | $5,605-21.1% | $4,779-7.4% |
| Participant deferral / active EE | $9,962 | $7,641+30.4% | $6,927+43.8% | $5,609+77.6% |
| Admin fee / account holder | $3,203 | $13,328-76.0% | $10,705-70.1% | $10,828-70.4% |