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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 | $133,676 | $160,059-16.5% | $140,019-4.5% | $135,380-1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.54% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $10,823 | $6,420+68.6% | $5,605+93.1% | $4,779+126.5% |
| Participant deferral / active EE | $2,874 | $7,641-62.4% | $6,927-58.5% | $5,609-48.8% |
| Admin fee / account holder | $10,919 | $13,328-18.1% | $10,705+2.0% | $10,828+0.8% |