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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 | $154,717 | $138,072+12.1% | $123,549+25.2% | $135,382+14.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.09% | 153.69%-152.6pp | 119.20%-118.1pp | 519.77%-518.7pp |
| Employer contribution / active EE | $3,150 | $5,152-38.9% | $4,628-31.9% | $4,779-34.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $173,091 | $10,917+1485.6% | $9,284+1764.3% | $10,829+1498.5% |