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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 | $177,252 | $160,059+10.7% | $140,019+26.6% | $135,379+30.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.94% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $11,203 | $6,420+74.5% | $5,605+99.9% | $4,779+134.4% |
| Participant deferral / active EE | $9,163 | $7,641+19.9% | $6,927+32.3% | $5,609+63.4% |
| Admin fee / account holder | $803 | $13,328-94.0% | $10,705-92.5% | $10,828-92.6% |