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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 | $153,849 | $92,743+65.9% | $82,744+85.9% | $134,532+14.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.14% | 946.63%-946.5pp | 702.22%-702.1pp | 418.27%-418.1pp |
| Employer contribution / active EE | $7,962 | $3,273+143.3% | $3,008+164.7% | $4,741+67.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,457 | $5,977+8.0% | $5,325+21.3% | $11,429-43.5% |