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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 | $100,245 | $90,607+10.6% | $79,467+26.1% | $135,380-26.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.84% | 977.74%-978.6pp | 718.30%-719.1pp | 519.81%-520.6pp |
| Employer contribution / active EE | $21,665 | $3,068+606.2% | $2,800+673.7% | $4,779+353.3% |
| Participant deferral / active EE | $12,272 | $4,050+203.0% | $3,704+231.3% | $5,609+118.8% |
| Admin fee / account holder | $165,921 | $5,895+2714.6% | $5,104+3150.7% | $10,828+1432.3% |