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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 | $127,858 | $180,459-29.1% | $154,108-17.0% | $135,380-5.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.39% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $8,409 | $6,035+39.3% | $5,298+58.7% | $4,779+76.0% |
| Participant deferral / active EE | $25,709 | $5,806+342.8% | $5,081+406.0% | $5,609+358.4% |
| Admin fee / account holder | $49,103 | $16,145+204.1% | $13,411+266.1% | $10,828+353.5% |