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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 | $104,981 | $180,459-41.8% | $154,108-31.9% | $135,380-22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.49% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,367 | $6,035+38.6% | $5,298+57.9% | $4,779+75.1% |
| Participant deferral / active EE | $6,022 | $5,806+3.7% | $5,081+18.5% | $5,609+7.4% |
| Admin fee / account holder | $51,354 | $16,145+218.1% | $13,411+282.9% | $10,828+374.3% |