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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 | $112,356 | $160,059-29.8% | $140,019-19.8% | $135,380-17.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.01% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,753 | $6,420-10.4% | $5,605+2.6% | $4,779+20.4% |
| Participant deferral / active EE | $7,948 | $7,641+4.0% | $6,927+14.7% | $5,609+41.7% |
| Admin fee / account holder | $20,618 | $13,328+54.7% | $10,705+92.6% | $10,828+90.4% |