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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 | $163,307 | $180,466-9.5% | $154,114+6.0% | $135,382+20.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.15%-893.1pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $2,445 | $6,035-59.5% | $5,298-53.9% | $4,779-48.8% |
| Participant deferral / active EE | $12,651 | $5,806+117.9% | $5,081+149.0% | $5,609+125.6% |
| Admin fee / account holder | $3,799 | $16,144-76.5% | $13,411-71.7% | $10,829-64.9% |