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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 | $174,588 | $180,459-3.3% | $154,108+13.3% | $135,380+29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,476 | $6,035+23.9% | $5,298+41.1% | $4,779+56.4% |
| Participant deferral / active EE | $6,664 | $5,806+14.8% | $5,081+31.2% | $5,609+18.8% |
| Admin fee / account holder | $32,265 | $16,145+99.8% | $13,411+140.6% | $10,828+198.0% |