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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 | $92,387 | $138,102-33.1% | $125,381-26.3% | $134,532-31.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.30% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $5,518 | $5,245+5.2% | $4,815+14.6% | $4,741+16.4% |
| Participant deferral / active EE | $8,107 | $7,801+3.9% | $7,448+8.8% | $6,401+26.6% |
| Admin fee / account holder | $1,152 | $11,568-90.0% | $10,007-88.5% | $11,429-89.9% |