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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 | $71,428 | $160,059-55.4% | $140,019-49.0% | $135,380-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.79% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,948 | $6,420-38.5% | $5,605-29.6% | $4,779-17.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $470 | $13,328-96.5% | $10,705-95.6% | $10,828-95.7% |