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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 | $153,296 | $160,059-4.2% | $140,019+9.5% | $135,382+13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.23% | 911.44%-911.7pp | 651.15%-651.4pp | 519.77%-520.0pp |
| Employer contribution / active EE | $5,024 | $6,420-21.7% | $5,605-10.4% | $4,779+5.1% |
| Participant deferral / active EE | $9,154 | $7,641+19.8% | $6,927+32.2% | $5,609+63.2% |
| Admin fee / account holder | $3,225 | $13,328-75.8% | $10,705-69.9% | $10,829-70.2% |