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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 | $178,140 | $160,059+11.3% | $140,019+27.2% | $135,380+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.41% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,455 | $6,420-61.8% | $5,605-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,732 | $13,328-49.5% | $10,705-37.1% | $10,828-37.8% |