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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 | $110,870 | $180,459-38.6% | $154,108-28.1% | $135,380-18.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.92% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,284 | $6,035+4.1% | $5,298+18.6% | $4,779+31.5% |
| Participant deferral / active EE | $6,467 | $5,806+11.4% | $5,081+27.3% | $5,609+15.3% |
| Admin fee / account holder | $2,182 | $16,145-86.5% | $13,411-83.7% | $10,828-79.8% |