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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 | $129,584 | $180,459-28.2% | $154,108-15.9% | $135,380-4.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.21% | 888.21%-894.4pp | 735.21%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $5,997 | $6,035-0.6% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $7,589 | $5,806+30.7% | $5,081+49.4% | $5,609+35.3% |
| Admin fee / account holder | $22,776 | $16,145+41.1% | $13,411+69.8% | $10,828+110.3% |