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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 | $138,078+53.9% | $125,363+69.5% | $134,509+58.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -0.71% | 750.49%-751.2pp | 572.15%-572.9pp | 418.13%-418.8pp |
| Employer contribution / active EE | $25,000 | $5,245+376.7% | $4,815+419.2% | $4,741+427.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $105,978 | $11,566+816.3% | $10,005+959.2% | $11,427+827.5% |