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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 | $127,108 | $180,466-29.6% | $154,114-17.5% | $135,382-6.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 888.15%-895.9pp | 735.16%-742.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $5,957 | $6,035-1.3% | $5,298+12.5% | $4,779+24.7% |
| Participant deferral / active EE | $5,167 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $963 | $16,144-94.0% | $13,411-92.8% | $10,829-91.1% |