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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 | $149,873 | $180,459-16.9% | $154,108-2.7% | $135,380+10.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.72% | 888.21%-888.9pp | 735.21%-735.9pp | 519.81%-520.5pp |
| Employer contribution / active EE | $7,115 | $6,035+17.9% | $5,298+34.3% | $4,779+48.9% |
| Participant deferral / active EE | $5,745 | $5,806-1.1% | $5,081+13.1% | $5,609+2.4% |
| Admin fee / account holder | $2,803 | $16,145-82.6% | $13,411-79.1% | $10,828-74.1% |