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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 | $178,596 | $180,466-1.0% | $154,114+15.9% | $135,382+31.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -6.36% | 888.15%-894.5pp | 735.16%-741.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $23,202 | $6,035+284.4% | $5,298+338.0% | $4,779+385.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $390 | $16,144-97.6% | $13,411-97.1% | $10,829-96.4% |