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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 | $139,706 | $160,059-12.7% | $140,019-0.2% | $135,379+3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.19% | 911.44%-911.3pp | 651.15%-651.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $4,091 | $6,420-36.3% | $5,605-27.0% | $4,779-14.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,216 | $13,328+119.2% | $10,705+172.9% | $10,828+169.8% |