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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 | $184,015 | $180,462+2.0% | $154,111+19.4% | $135,379+35.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.30% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $12,155 | $6,036+101.4% | $5,298+129.4% | $4,779+154.3% |
| Participant deferral / active EE | $5,433 | $5,806-6.4% | $5,081+6.9% | $5,609-3.1% |
| Admin fee / account holder | $1,139 | $16,145-92.9% | $13,411-91.5% | $10,828-89.5% |