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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 | $186,341 | $180,459+3.3% | $154,108+20.9% | $135,380+37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.40% | 888.21%-887.8pp | 735.21%-734.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $10,291 | $6,035+70.5% | $5,298+94.3% | $4,779+115.3% |
| Participant deferral / active EE | $9,363 | $5,806+61.3% | $5,081+84.3% | $5,609+66.9% |
| Admin fee / account holder | $1,250 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |