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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 | $121,562 | $180,459-32.6% | $154,108-21.1% | $135,380-10.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.12% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $11,252 | $6,035+86.4% | $5,298+112.4% | $4,779+135.5% |
| Participant deferral / active EE | $9,406 | $5,806+62.0% | $5,081+85.1% | $5,609+67.7% |
| Admin fee / account holder | $133,295 | $16,145+725.6% | $13,411+893.9% | $10,828+1131.0% |