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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 | $105,568 | $180,462-41.5% | $154,111-31.5% | $135,379-22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.55% | 888.17%-888.7pp | 735.18%-735.7pp | 519.79%-520.3pp |
| Employer contribution / active EE | $28,347 | $6,036+369.7% | $5,298+435.1% | $4,779+493.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,124 | $16,145-68.3% | $13,411-61.8% | $10,828-52.7% |