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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 | $166,305 | $180,459-7.8% | $154,108+7.9% | $135,380+22.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.52% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,425 | $6,035+39.6% | $5,298+59.0% | $4,779+76.3% |
| Participant deferral / active EE | $5,748 | $5,806-1.0% | $5,081+13.1% | $5,609+2.5% |
| Admin fee / account holder | $1,461 | $16,145-90.9% | $13,411-89.1% | $10,828-86.5% |