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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 | $165,342 | $180,459-8.4% | $154,108+7.3% | $135,380+22.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.08% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $16,454 | $6,035+172.6% | $5,298+210.6% | $4,779+244.3% |
| Participant deferral / active EE | $4,962 | $5,806-14.5% | $5,081-2.3% | $5,609-11.5% |
| Admin fee / account holder | $102,678 | $16,145+536.0% | $13,411+665.6% | $10,828+848.3% |