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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 | $58,796 | $160,059-63.3% | $140,019-58.0% | $135,380-56.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.41% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,101 | $6,420+57.3% | $5,605+80.2% | $4,779+111.4% |
| Participant deferral / active EE | $7,883 | $7,641+3.2% | $6,927+13.8% | $5,609+40.5% |
| Admin fee / account holder | $1,245 | $13,328-90.7% | $10,705-88.4% | $10,828-88.5% |