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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 | $173,214 | $160,059+8.2% | $140,019+23.7% | $135,380+27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.02% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,199 | $6,420+12.1% | $5,605+28.4% | $4,779+50.6% |
| Participant deferral / active EE | $14,938 | $7,641+95.5% | $6,927+115.7% | $5,609+166.3% |
| Admin fee / account holder | $26,847 | $13,328+101.4% | $10,705+150.8% | $10,828+147.9% |