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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 | $41,181 | $180,459-77.2% | $154,108-73.3% | $135,380-69.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.26% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $7,099 | $6,035+17.6% | $5,298+34.0% | $4,779+48.5% |
| Participant deferral / active EE | $14,757 | $5,806+154.2% | $5,081+190.5% | $5,609+163.1% |
| Admin fee / account holder | $131,246 | $16,145+712.9% | $13,411+878.6% | $10,828+1112.1% |