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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 | $193,408 | $90,606+113.5% | $79,466+143.4% | $135,379+42.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.88% | 977.69%-978.6pp | 718.28%-719.2pp | 519.79%-520.7pp |
| Employer contribution / active EE | $11,187 | $3,068+264.7% | $2,800+299.5% | $4,779+134.1% |
| Participant deferral / active EE | $3,721 | $4,050-8.1% | $3,704+0.5% | $5,609-33.7% |
| Admin fee / account holder | $2,342 | $5,895-60.3% | $5,104-54.1% | $10,828-78.4% |