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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 | $138,700 | $160,059-13.3% | $140,019-0.9% | $135,380+2.5% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -3.24% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,000 | $7,641-8.4% | $6,927+1.1% | $5,609+24.8% |
| Admin fee / account holder | $465 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |