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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 | $187,717 | $180,462+4.0% | $154,111+21.8% | $135,379+38.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.62% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $15,243 | $6,036+152.6% | $5,298+187.7% | $4,779+219.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,129 | $16,145-93.0% | $13,411-91.6% | $10,828-89.6% |