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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 | $161,227 | $180,459-10.7% | $154,108+4.6% | $135,380+19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.79% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $7,673 | $6,035+27.1% | $5,298+44.8% | $4,779+60.6% |
| Participant deferral / active EE | $4,964 | $5,806-14.5% | $5,081-2.3% | $5,609-11.5% |
| Admin fee / account holder | $883 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |