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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 | $80,463 | $138,102-41.7% | $125,381-35.8% | $134,532-40.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.59% | 750.73%-759.3pp | 572.31%-580.9pp | 418.27%-426.9pp |
| Employer contribution / active EE | $5,351 | $5,245+2.0% | $4,815+11.1% | $4,741+12.9% |
| Participant deferral / active EE | $6,146 | $7,801-21.2% | $7,448-17.5% | $6,401-4.0% |
| Admin fee / account holder | $998 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |