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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 | $80,221 | $160,059-49.9% | $140,019-42.7% | $135,380-40.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.31% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,722 | $6,420-42.0% | $5,605-33.6% | $4,779-22.1% |
| Participant deferral / active EE | $15,582 | $7,641+103.9% | $6,927+125.0% | $5,609+177.8% |
| Admin fee / account holder | $705 | $13,328-94.7% | $10,705-93.4% | $10,828-93.5% |