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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 | $64,915 | $160,059-59.4% | $140,019-53.6% | $135,382-52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.86% | 911.44%-913.3pp | 651.15%-653.0pp | 519.77%-521.6pp |
| Employer contribution / active EE | $7,875 | $6,420+22.7% | $5,605+40.5% | $4,779+64.8% |
| Participant deferral / active EE | $7,156 | $7,641-6.3% | $6,927+3.3% | $5,609+27.6% |
| Admin fee / account holder | $20,517 | $13,328+53.9% | $10,705+91.7% | $10,829+89.5% |