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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 | $186,111 | $160,059+16.3% | $140,019+32.9% | $135,380+37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.61% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $8,714 | $6,420+35.7% | $5,605+55.5% | $4,779+82.3% |
| Participant deferral / active EE | $8,691 | $7,641+13.7% | $6,927+25.5% | $5,609+55.0% |
| Admin fee / account holder | $3,511 | $13,328-73.7% | $10,705-67.2% | $10,828-67.6% |