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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 | $88,714 | $160,059-44.6% | $140,019-36.6% | $135,380-34.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.80% | 911.48%-915.3pp | 651.17%-655.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,660 | $6,420-43.0% | $5,605-34.7% | $4,779-23.4% |
| Participant deferral / active EE | $7,784 | $7,641+1.9% | $6,927+12.4% | $5,609+38.8% |
| Admin fee / account holder | $20,401 | $13,328+53.1% | $10,705+90.6% | $10,828+88.4% |