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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 | $84,623 | $160,059-47.1% | $140,019-39.6% | $135,380-37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.67% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.5pp |
| Employer contribution / active EE | $4,081 | $6,420-36.4% | $5,605-27.2% | $4,779-14.6% |
| Participant deferral / active EE | $3,775 | $7,641-50.6% | $6,927-45.5% | $5,609-32.7% |
| Admin fee / account holder | $385 | $13,328-97.1% | $10,705-96.4% | $10,828-96.4% |