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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 | $183,855 | $160,059+14.9% | $140,019+31.3% | $135,380+35.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.86% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,564 | $6,420-28.9% | $5,605-18.6% | $4,779-4.5% |
| Participant deferral / active EE | $12,064 | $7,641+57.9% | $6,927+74.2% | $5,609+115.1% |
| Admin fee / account holder | $1,991 | $13,328-85.1% | $10,705-81.4% | $10,828-81.6% |