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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 | $171,323 | $180,462-5.1% | $154,111+11.2% | $135,379+26.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.71% | 888.17%-887.5pp | 735.18%-734.5pp | 519.79%-519.1pp |
| Employer contribution / active EE | $8,750 | $6,036+45.0% | $5,298+65.2% | $4,779+83.1% |
| Participant deferral / active EE | $11,119 | $5,806+91.5% | $5,081+118.9% | $5,609+98.2% |
| Admin fee / account holder | $81,185 | $16,145+402.9% | $13,411+505.4% | $10,828+649.8% |