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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 | $93,282 | $160,059-41.7% | $140,019-33.4% | $135,380-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.59% | 911.48%-917.1pp | 651.17%-656.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,905 | $6,420+38.7% | $5,605+58.9% | $4,779+86.3% |
| Participant deferral / active EE | $15,183 | $7,641+98.7% | $6,927+119.2% | $5,609+170.7% |
| Admin fee / account holder | $46,059 | $13,328+245.6% | $10,705+330.2% | $10,828+325.4% |