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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 | $155,523 | $160,059-2.8% | $140,019+11.1% | $135,380+14.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.96% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.8pp |
| Employer contribution / active EE | $12,996 | $6,420+102.4% | $5,605+131.8% | $4,779+171.9% |
| Participant deferral / active EE | $11,744 | $7,641+53.7% | $6,927+69.6% | $5,609+109.4% |
| Admin fee / account holder | $19,980 | $13,328+49.9% | $10,705+86.6% | $10,828+84.5% |