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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 | $167,743 | $180,459-7.0% | $154,108+8.8% | $135,380+23.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.20% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,327 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $5,395 | $5,806-7.1% | $5,081+6.2% | $5,609-3.8% |
| Admin fee / account holder | $25,306 | $16,145+56.7% | $13,411+88.7% | $10,828+133.7% |