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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 | $139,996 | $160,059-12.5% | $140,0190% | $135,382+3.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.94% | 911.44%-917.4pp | 651.15%-657.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,415 | $6,420-62.4% | $5,605-56.9% | $4,779-49.5% |
| Participant deferral / active EE | $19,595 | $7,641+156.5% | $6,927+182.9% | $5,609+249.4% |
| Admin fee / account holder | $1,662 | $13,328-87.5% | $10,705-84.5% | $10,829-84.6% |