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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 | $141,764 | $180,466-21.4% | $154,114-8.0% | $135,382+4.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.26% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $5,958 | $6,035-1.3% | $5,298+12.5% | $4,779+24.7% |
| Participant deferral / active EE | $6,596 | $5,806+13.6% | $5,081+29.8% | $5,609+17.6% |
| Admin fee / account holder | $623 | $16,144-96.1% | $13,411-95.4% | $10,829-94.2% |