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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 | $162,246 | $160,059+1.4% | $140,019+15.9% | $135,380+19.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.30% | 911.48%-913.8pp | 651.17%-653.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $8,000 | $6,420+24.6% | $5,605+42.7% | $4,779+67.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75,000 | $13,328+462.7% | $10,705+600.6% | $10,828+592.6% |