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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 | $140,644 | $160,059-12.1% | $140,019+0.4% | $135,379+3.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -1.69% | 911.44%-913.1pp | 651.15%-652.8pp | 519.79%-521.5pp |
| Employer contribution / active EE | $9,413 | $6,420+46.6% | $5,605+67.9% | $4,779+97.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,967 | $13,328-77.7% | $10,705-72.3% | $10,828-72.6% |