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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 | $62,221 | $160,059-61.1% | $140,019-55.6% | $135,380-54.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.77% | 911.48%-919.3pp | 651.17%-658.9pp | 519.81%-527.6pp |
| Employer contribution / active EE | $8,602 | $6,420+34.0% | $5,605+53.5% | $4,779+80.0% |
| Participant deferral / active EE | $7,381 | $7,641-3.4% | $6,927+6.6% | $5,609+31.6% |
| Admin fee / account holder | $369 | $13,328-97.2% | $10,705-96.5% | $10,828-96.6% |