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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 | $177,620 | $160,059+11.0% | $140,019+26.9% | $135,379+31.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.11% | 911.44%-917.6pp | 651.15%-657.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,370 | $6,420-78.7% | $5,605-75.6% | $4,779-71.3% |
| Participant deferral / active EE | $5,624 | $7,641-26.4% | $6,927-18.8% | $5,609+0.3% |
| Admin fee / account holder | $12,760 | $13,328-4.3% | $10,705+19.2% | $10,828+17.8% |