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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 | $149,723 | $138,076+8.4% | $123,553+21.2% | $135,380+10.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.39% | 153.70%-153.3pp | 119.21%-118.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $13,723 | $5,152+166.4% | $4,628+196.5% | $4,779+187.2% |
| Participant deferral / active EE | $9,674 | $6,800+42.3% | $6,426+50.5% | $5,609+72.5% |
| Admin fee / account holder | $6,934 | $10,917-36.5% | $9,284-25.3% | $10,828-36.0% |