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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 | $105,151 | $180,459-41.7% | $154,108-31.8% | $135,380-22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.31% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $6,530 | $6,035+8.2% | $5,298+23.3% | $4,779+36.7% |
| Participant deferral / active EE | $4,142 | $5,806-28.7% | $5,081-18.5% | $5,609-26.2% |
| Admin fee / account holder | $20,398 | $16,145+26.3% | $13,411+52.1% | $10,828+88.4% |