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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 | $174,731 | $138,102+26.5% | $125,381+39.4% | $134,532+29.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.59% | 750.73%-755.3pp | 572.31%-576.9pp | 418.27%-422.9pp |
| Employer contribution / active EE | $6,605 | $5,245+25.9% | $4,815+37.2% | $4,741+39.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,692 | $11,568-68.1% | $10,007-63.1% | $11,429-67.7% |