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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 | $156,105 | $160,059-2.5% | $140,019+11.5% | $135,380+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.32% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $6,226 | $6,420-3.0% | $5,605+11.1% | $4,779+30.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,097 | $13,328+5.8% | $10,705+31.7% | $10,828+30.2% |