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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 | $155,223 | $90,617+71.3% | $79,476+95.3% | $135,382+14.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.37% | 977.57%-977.2pp | 718.21%-717.8pp | 519.77%-519.4pp |
| Employer contribution / active EE | $14,949 | $3,068+387.3% | $2,800+433.8% | $4,779+212.8% |
| Participant deferral / active EE | $11,882 | $4,050+193.4% | $3,704+220.8% | $5,609+111.8% |
| Admin fee / account holder | $6,625 | $5,907+12.1% | $5,113+29.6% | $10,829-38.8% |