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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 | $177,278 | $180,459-1.8% | $154,108+15.0% | $135,380+30.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.79% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,689 | $6,035-5.7% | $5,298+7.4% | $4,779+19.0% |
| Participant deferral / active EE | $5,906 | $5,806+1.7% | $5,081+16.2% | $5,609+5.3% |
| Admin fee / account holder | $598 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |