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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 | $190,122 | $180,459+5.4% | $154,108+23.4% | $135,380+40.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.20% | 888.21%-888.0pp | 735.21%-735.0pp | 519.81%-519.6pp |
| Employer contribution / active EE | $9,312 | $6,035+54.3% | $5,298+75.8% | $4,779+94.8% |
| Participant deferral / active EE | $4,900 | $5,806-15.6% | $5,081-3.6% | $5,609-12.6% |
| Admin fee / account holder | $13,350 | $16,145-17.3% | $13,411-0.5% | $10,828+23.3% |