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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 | $146,480 | $180,462-18.8% | $154,111-5.0% | $135,379+8.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.28% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $8,755 | $6,036+45.1% | $5,298+65.3% | $4,779+83.2% |
| Participant deferral / active EE | $7,536 | $5,806+29.8% | $5,081+48.3% | $5,609+34.4% |
| Admin fee / account holder | $1,244 | $16,145-92.3% | $13,411-90.7% | $10,828-88.5% |