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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 | $110,913 | $106,005+4.6% | $92,239+20.2% | $147,585-24.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $12,138 | $4,333+180.1% | $3,680+229.9% | $4,876+148.9% |
| Participant deferral / active EE | $3,806 | $4,478-15.0% | $3,897-2.3% | $5,439-30.0% |
| Admin fee / account holder | $339 | $6,333-94.6% | $5,194-93.5% | $10,886-96.9% |