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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 | $121,739 | $180,459-32.5% | $154,108-21.0% | $135,380-10.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.17% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $9,933 | $6,035+64.6% | $5,298+87.5% | $4,779+107.8% |
| Participant deferral / active EE | $3,971 | $5,806-31.6% | $5,081-21.8% | $5,609-29.2% |
| Admin fee / account holder | $76,672 | $16,145+374.9% | $13,411+471.7% | $10,828+608.1% |