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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 | $123,644 | $160,059-22.8% | $140,019-11.7% | $135,380-8.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.3pp |
| Employer contribution / active EE | $3,800 | $6,420-40.8% | $5,605-32.2% | $4,779-20.5% |
| Participant deferral / active EE | $9,156 | $7,641+19.8% | $6,927+32.2% | $5,609+63.2% |
| Admin fee / account holder | $750 | $13,328-94.4% | $10,705-93.0% | $10,828-93.1% |