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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 | $68,388 | $160,059-57.3% | $140,019-51.2% | $135,380-49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.02% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,435 | $6,420+15.8% | $5,605+32.6% | $4,779+55.6% |
| Participant deferral / active EE | $8,799 | $7,641+15.2% | $6,927+27.0% | $5,609+56.9% |
| Admin fee / account holder | $2,037 | $13,328-84.7% | $10,705-81.0% | $10,828-81.2% |