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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 | $115,252 | $160,059-28.0% | $140,019-17.7% | $135,380-14.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -3.26% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,748 | $7,641+79.9% | $6,927+98.5% | $5,609+145.1% |
| Admin fee / account holder | $6,982 | $13,328-47.6% | $10,705-34.8% | $10,828-35.5% |