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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 | $118,999 | $160,059-25.7% | $140,019-15.0% | $135,380-12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.41% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,333 | $6,420+14.2% | $5,605+30.8% | $4,779+53.4% |
| Participant deferral / active EE | $6,362 | $7,641-16.7% | $6,927-8.1% | $5,609+13.4% |
| Admin fee / account holder | $1,983 | $13,328-85.1% | $10,705-81.5% | $10,828-81.7% |