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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 | $196,530 | $180,459+8.9% | $154,108+27.5% | $135,380+45.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.08% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $7,386 | $6,035+22.4% | $5,298+39.4% | $4,779+54.6% |
| Participant deferral / active EE | $8,921 | $5,806+53.6% | $5,081+75.6% | $5,609+59.0% |
| Admin fee / account holder | $362 | $16,145-97.8% | $13,411-97.3% | $10,828-96.7% |