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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 | $73,084 | $160,059-54.3% | $140,019-47.8% | $135,380-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.50% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $5,780 | $6,420-10.0% | $5,605+3.1% | $4,779+20.9% |
| Participant deferral / active EE | $4,886 | $7,641-36.1% | $6,927-29.5% | $5,609-12.9% |
| Admin fee / account holder | $1,150 | $13,328-91.4% | $10,705-89.3% | $10,828-89.4% |