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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 | $97,005 | $160,059-39.4% | $140,019-30.7% | $135,382-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.24% | 911.44%-917.7pp | 651.15%-657.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $6,534 | $6,420+1.8% | $5,605+16.6% | $4,779+36.7% |
| Participant deferral / active EE | $5,772 | $7,641-24.5% | $6,927-16.7% | $5,609+2.9% |
| Admin fee / account holder | $1,252 | $13,328-90.6% | $10,705-88.3% | $10,829-88.4% |