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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 | $114,411 | $90,607+26.3% | $79,467+44.0% | $135,380-15.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.27% | 977.74%-977.5pp | 718.30%-718.0pp | 519.81%-519.5pp |
| Employer contribution / active EE | $2,857 | $3,068-6.9% | $2,800+2.0% | $4,779-40.2% |
| Participant deferral / active EE | $2,856 | $4,050-29.5% | $3,704-22.9% | $5,609-49.1% |
| Admin fee / account holder | $90,572 | $5,895+1436.4% | $5,104+1674.5% | $10,828+736.5% |