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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 | $93,327 | $180,459-48.3% | $154,108-39.4% | $135,380-31.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.37% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $16,583 | $6,035+174.8% | $5,298+213.0% | $4,779+247.0% |
| Participant deferral / active EE | $11,347 | $5,806+95.4% | $5,081+123.3% | $5,609+102.3% |
| Admin fee / account holder | $106,221 | $16,145+557.9% | $13,411+692.0% | $10,828+881.0% |