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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 | $141,963 | $160,059-11.3% | $140,019+1.4% | $135,380+4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.96% | 911.48%-912.4pp | 651.17%-652.1pp | 519.81%-520.8pp |
| Employer contribution / active EE | $18,162 | $6,420+182.9% | $5,605+224.0% | $4,779+280.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,198 | $13,328-91.0% | $10,705-88.8% | $10,828-88.9% |