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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 | $111,634 | $135,645-17.7% | $110,243+1.3% | $135,379-17.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.73% | 513.24%-517.0pp | 314.76%-318.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $9,469 | $4,907+93.0% | $3,827+147.5% | $4,779+98.1% |
| Participant deferral / active EE | $8,921 | $5,507+62.0% | $4,672+90.9% | $5,609+59.1% |
| Admin fee / account holder | $46,184 | $11,458+303.1% | $8,548+440.3% | $10,828+326.5% |