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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 | $43,119 | $197,819-78.2% | $155,789-72.3% | $125,388-65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $9,906 | $4,850+104.2% | $3,839+158.1% | $4,866+103.6% |
| Participant deferral / active EE | $4,559 | $5,631-19.0% | $4,798-5.0% | $5,352-14.8% |
| Admin fee / account holder | $16,110 | $9,544+68.8% | $7,477+115.5% | $9,541+68.9% |