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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 | $57,238 | $180,459-68.3% | $154,108-62.9% | $135,380-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.53% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $7,643 | $6,035+26.6% | $5,298+44.3% | $4,779+59.9% |
| Participant deferral / active EE | $6,419 | $5,806+10.6% | $5,081+26.3% | $5,609+14.4% |
| Admin fee / account holder | $93,807 | $16,145+481.0% | $13,411+599.5% | $10,828+766.3% |