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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 | $161,299 | $135,645+18.9% | $110,243+46.3% | $135,379+19.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.15% | 513.24%-517.4pp | 314.76%-318.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $10,861 | $4,907+121.3% | $3,827+183.8% | $4,779+127.3% |
| Participant deferral / active EE | $7,050 | $5,507+28.0% | $4,672+50.9% | $5,609+25.7% |
| Admin fee / account holder | $47,211 | $11,458+312.0% | $8,548+452.3% | $10,828+336.0% |