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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 | $206,414 | $160,059+29.0% | $140,019+47.4% | $135,380+52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.06% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $6,727 | $6,420+4.8% | $5,605+20.0% | $4,779+40.8% |
| Participant deferral / active EE | $10,221 | $7,641+33.8% | $6,927+47.6% | $5,609+82.2% |
| Admin fee / account holder | $3,024 | $13,328-77.3% | $10,705-71.8% | $10,828-72.1% |