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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 | $139,891 | $160,059-12.6% | $140,019-0.1% | $135,379+3.3% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -1.92% | 911.44%-913.4pp | 651.15%-653.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $7,735 | $6,420+20.5% | $5,605+38.0% | $4,779+61.9% |
| Participant deferral / active EE | $12,378 | $7,641+62.0% | $6,927+78.7% | $5,609+120.7% |
| Admin fee / account holder | $24,564 | $13,328+84.3% | $10,705+129.5% | $10,828+126.9% |