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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 | $172,607 | $180,462-4.4% | $154,111+12.0% | $135,379+27.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.75% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $6,667 | $6,036+10.5% | $5,298+25.8% | $4,779+39.5% |
| Participant deferral / active EE | $5,183 | $5,806-10.7% | $5,081+2.0% | $5,609-7.6% |
| Admin fee / account holder | $965 | $16,145-94.0% | $13,411-92.8% | $10,828-91.1% |