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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 | $95,236 | $160,059-40.5% | $140,019-32.0% | $135,379-29.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.95% | 911.44%-918.4pp | 651.15%-658.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $20,438 | $6,420+218.4% | $5,605+264.6% | $4,779+327.7% |
| Participant deferral / active EE | $13,494 | $7,641+76.6% | $6,927+94.8% | $5,609+140.6% |
| Admin fee / account holder | $7,816 | $13,328-41.4% | $10,705-27.0% | $10,828-27.8% |