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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 | $148,875 | $180,466-17.5% | $154,114-3.4% | $135,382+10.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.82% | 888.15%-891.0pp | 735.16%-738.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $8,143 | $6,035+34.9% | $5,298+53.7% | $4,779+70.4% |
| Participant deferral / active EE | $6,192 | $5,806+6.6% | $5,081+21.9% | $5,609+10.4% |
| Admin fee / account holder | $19,084 | $16,144+18.2% | $13,411+42.3% | $10,829+76.2% |