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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 | $181,492 | $135,645+33.8% | $110,243+64.6% | $135,380+34.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.12% | 513.24%-514.4pp | 314.76%-315.9pp | 519.81%-520.9pp |
| Employer contribution / active EE | $20,659 | $4,907+321.0% | $3,827+439.9% | $4,779+332.3% |
| Participant deferral / active EE | $8,831 | $5,507+60.4% | $4,672+89.0% | $5,609+57.4% |
| Admin fee / account holder | $5,330 | $11,458-53.5% | $8,548-37.6% | $10,828-50.8% |