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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 | $105,537 | $160,059-34.1% | $140,019-24.6% | $135,380-22.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.75% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,579 | $6,420-28.7% | $5,605-18.3% | $4,779-4.2% |
| Participant deferral / active EE | $5,134 | $7,641-32.8% | $6,927-25.9% | $5,609-8.5% |
| Admin fee / account holder | $610 | $13,328-95.4% | $10,705-94.3% | $10,828-94.4% |