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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 | $86,590 | $180,459-52.0% | $154,108-43.8% | $135,380-36.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.23% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $11,515 | $6,035+90.8% | $5,298+117.4% | $4,779+141.0% |
| Participant deferral / active EE | $5,587 | $5,806-3.8% | $5,081+10.0% | $5,609-0.4% |
| Admin fee / account holder | $1,164 | $16,145-92.8% | $13,411-91.3% | $10,828-89.2% |