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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 | $169,626 | $144,124+17.7% | $117,857+43.9% | $147,585+14.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.17%-531.2pp | 335.09%-335.1pp | 578.56%-578.6pp |
| Employer contribution / active EE | $5,918 | $4,897+20.9% | $3,786+56.3% | $4,876+21.4% |
| Participant deferral / active EE | $10,402 | $5,316+95.7% | $4,482+132.1% | $5,439+91.3% |
| Admin fee / account holder | $113,269 | $10,886+940.5% | $8,020+1312.3% | $10,885+940.5% |