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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 | $152,950 | $180,462-15.2% | $154,111-0.8% | $135,379+13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.89% | 888.17%-889.1pp | 735.18%-736.1pp | 519.79%-520.7pp |
| Employer contribution / active EE | $8,199 | $6,036+35.8% | $5,298+54.8% | $4,779+71.6% |
| Participant deferral / active EE | $5,004 | $5,806-13.8% | $5,081-1.5% | $5,609-10.8% |
| Admin fee / account holder | $5,213 | $16,145-67.7% | $13,411-61.1% | $10,828-51.9% |