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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 | $69,340 | $160,059-56.7% | $140,019-50.5% | $135,379-48.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.59% | 911.44%-916.0pp | 651.15%-655.7pp | 519.79%-524.4pp |
| Employer contribution / active EE | $20,167 | $6,420+214.1% | $5,605+259.8% | $4,779+322.0% |
| Participant deferral / active EE | $16,550 | $7,641+116.6% | $6,927+138.9% | $5,609+195.1% |
| Admin fee / account holder | $441 | $13,328-96.7% | $10,705-95.9% | $10,828-95.9% |