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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 | $187,827 | $180,459+4.1% | $154,108+21.9% | $135,380+38.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.56% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,633 | $6,035-6.7% | $5,298+6.3% | $4,779+17.9% |
| Participant deferral / active EE | $6,416 | $5,806+10.5% | $5,081+26.3% | $5,609+14.4% |
| Admin fee / account holder | $2,344 | $16,145-85.5% | $13,411-82.5% | $10,828-78.4% |