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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 | $125,720 | $160,059-21.5% | $140,019-10.2% | $135,380-7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.56% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.4pp |
| Employer contribution / active EE | $16,429 | $6,420+155.9% | $5,605+193.1% | $4,779+243.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,670 | $13,328-80.0% | $10,705-75.1% | $10,828-75.3% |