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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 | $145,638 | $180,459-19.3% | $154,108-5.5% | $135,380+7.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.74% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $6,330 | $6,035+4.9% | $5,298+19.5% | $4,779+32.5% |
| Participant deferral / active EE | $2,276 | $5,806-60.8% | $5,081-55.2% | $5,609-59.4% |
| Admin fee / account holder | $20,030 | $16,145+24.1% | $13,411+49.3% | $10,828+85.0% |