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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 | $46,016 | $160,059-71.3% | $140,019-67.1% | $135,380-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $6,290 | $6,420-2.0% | $5,605+12.2% | $4,779+31.6% |
| Participant deferral / active EE | $6,214 | $7,641-18.7% | $6,927-10.3% | $5,609+10.8% |
| Admin fee / account holder | $893 | $13,328-93.3% | $10,705-91.7% | $10,828-91.8% |