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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 | $187,221 | $180,459+3.7% | $154,108+21.5% | $135,380+38.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.26% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $5,563 | $6,035-7.8% | $5,298+5.0% | $4,779+16.4% |
| Participant deferral / active EE | $14,237 | $5,806+145.2% | $5,081+180.2% | $5,609+153.8% |
| Admin fee / account holder | $1,759 | $16,145-89.1% | $13,411-86.9% | $10,828-83.8% |