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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 | $126,295 | $180,462-30.0% | $154,111-18.0% | $135,379-6.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.93% | 888.17%-891.1pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $9,556 | $6,036+58.3% | $5,298+80.4% | $4,779+100.0% |
| Participant deferral / active EE | $9,023 | $5,806+55.4% | $5,081+77.6% | $5,609+60.9% |
| Admin fee / account holder | $114,517 | $16,145+609.3% | $13,411+753.9% | $10,828+957.6% |