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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 | $83,268 | $135,645-38.6% | $110,243-24.5% | $135,380-38.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.69% | 513.24%-513.9pp | 314.76%-315.5pp | 519.81%-520.5pp |
| Employer contribution / active EE | $9,866 | $4,907+101.1% | $3,827+157.8% | $4,779+106.5% |
| Participant deferral / active EE | $8,217 | $5,507+49.2% | $4,672+75.9% | $5,609+46.5% |
| Admin fee / account holder | $58,892 | $11,458+414.0% | $8,548+589.0% | $10,828+443.9% |