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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 | $158,805 | $160,059-0.8% | $140,019+13.4% | $135,379+17.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -0.94% | 911.44%-912.4pp | 651.15%-652.1pp | 519.79%-520.7pp |
| Employer contribution / active EE | $6,416 | $6,4200% | $5,605+14.5% | $4,779+34.3% |
| Participant deferral / active EE | $13,293 | $7,641+74.0% | $6,927+91.9% | $5,609+137.0% |
| Admin fee / account holder | $52,604 | $13,328+294.7% | $10,705+391.4% | $10,828+385.8% |