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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 | $77,783 | $135,645-42.7% | $110,243-29.4% | $135,380-42.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.92% | 513.24%-511.3pp | 314.76%-312.8pp | 519.81%-517.9pp |
| Employer contribution / active EE | $6,667 | $4,907+35.9% | $3,827+74.2% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $249,380 | $11,458+2076.5% | $8,548+2817.5% | $10,828+2203.1% |