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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 | $108,264 | $180,459-40.0% | $154,108-29.7% | $135,380-20.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.42% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,315 | $6,035+21.2% | $5,298+38.1% | $4,779+53.1% |
| Participant deferral / active EE | $6,389 | $5,806+10.0% | $5,081+25.8% | $5,609+13.9% |
| Admin fee / account holder | $1,225 | $16,145-92.4% | $13,411-90.9% | $10,828-88.7% |