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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 | $174,240 | $180,466-3.5% | $154,114+13.1% | $135,382+28.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.61% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $10,368 | $6,035+71.8% | $5,298+95.7% | $4,779+117.0% |
| Participant deferral / active EE | $6,034 | $5,806+3.9% | $5,081+18.8% | $5,609+7.6% |
| Admin fee / account holder | $754 | $16,144-95.3% | $13,411-94.4% | $10,829-93.0% |