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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 | $161,353 | $92,684+74.1% | $82,706+95.1% | $134,509+20.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.12% | 945.84%-945.7pp | 701.76%-701.6pp | 418.13%-418.0pp |
| Employer contribution / active EE | $10,529 | $3,272+221.8% | $3,007+250.1% | $4,741+122.1% |
| Participant deferral / active EE | $5,750 | $4,800+19.8% | $4,394+30.9% | $6,400-10.2% |
| Admin fee / account holder | $840 | $5,982-86.0% | $5,329-84.2% | $11,427-92.6% |