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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 | $89,165 | $138,102-35.4% | $125,381-28.9% | $134,532-33.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.65% | 750.73%-754.4pp | 572.31%-576.0pp | 418.27%-421.9pp |
| Employer contribution / active EE | $20,170 | $5,245+284.5% | $4,815+318.9% | $4,741+325.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,073 | $11,568-82.1% | $10,007-79.3% | $11,429-81.9% |