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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 | $163,762 | $180,459-9.3% | $154,108+6.3% | $135,380+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.34% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $10,044 | $6,035+66.4% | $5,298+89.6% | $4,779+110.2% |
| Participant deferral / active EE | $5,771 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $18,949 | $16,145+17.4% | $13,411+41.3% | $10,828+75.0% |