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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 | $56,139 | $138,078-59.3% | $125,363-55.2% | $134,509-58.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $8,210 | $5,245+56.5% | $4,815+70.5% | $4,741+73.2% |
| Participant deferral / active EE | $7,919 | $7,800+1.5% | $7,447+6.3% | $6,400+23.7% |
| Admin fee / account holder | $913 | $11,566-92.1% | $10,005-90.9% | $11,427-92.0% |