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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 | $192,370 | $135,645+41.8% | $110,243+74.5% | $135,380+42.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.83% | 513.24%-514.1pp | 314.76%-315.6pp | 519.81%-520.6pp |
| Employer contribution / active EE | $5,320 | $4,907+8.4% | $3,827+39.0% | $4,779+11.3% |
| Participant deferral / active EE | $7,253 | $5,507+31.7% | $4,672+55.2% | $5,609+29.3% |
| Admin fee / account holder | $29,383 | $11,458+156.4% | $8,548+243.7% | $10,828+171.4% |