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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 | $89,080 | $138,102-35.5% | $125,381-29.0% | $134,532-33.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.22% | 750.73%-750.9pp | 572.31%-572.5pp | 418.27%-418.5pp |
| Employer contribution / active EE | $19,577 | $5,245+273.2% | $4,815+306.6% | $4,741+312.9% |
| Participant deferral / active EE | $16,721 | $7,801+114.4% | $7,448+124.5% | $6,401+161.2% |
| Admin fee / account holder | $960 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |