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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 | $138,869 | $180,459-23.0% | $154,108-9.9% | $135,380+2.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.43% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $10,487 | $6,035+73.8% | $5,298+98.0% | $4,779+119.4% |
| Participant deferral / active EE | $3,424 | $5,806-41.0% | $5,081-32.6% | $5,609-39.0% |
| Admin fee / account holder | $2,454 | $16,145-84.8% | $13,411-81.7% | $10,828-77.3% |