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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 | $88,255 | $138,078-36.1% | $125,363-29.6% | $134,509-34.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.24% | 750.49%-753.7pp | 572.15%-575.4pp | 418.13%-421.4pp |
| Employer contribution / active EE | $6,007 | $5,245+14.5% | $4,815+24.8% | $4,741+26.7% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,255 | $11,566-63.2% | $10,005-57.5% | $11,427-62.8% |