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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 | $212,469 | $138,102+53.8% | $125,381+69.5% | $134,532+57.9% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -0.71% | 750.73%-751.4pp | 572.31%-573.0pp | 418.27%-419.0pp |
| Employer contribution / active EE | $25,000 | $5,245+376.6% | $4,815+419.2% | $4,741+427.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $105,978 | $11,568+816.1% | $10,007+959.0% | $11,429+827.3% |