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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 | $146,951 | $160,059-8.2% | $140,019+5.0% | $135,379+8.5% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -5.94% | 911.44%-917.4pp | 651.15%-657.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $12,459 | $6,420+94.1% | $5,605+122.3% | $4,779+160.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,760 | $13,328+93.3% | $10,705+140.6% | $10,828+137.9% |