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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 | $141,380 | $160,059-11.7% | $140,019+1.0% | $135,379+4.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.64% | 911.44%-918.1pp | 651.15%-657.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $8,996 | $6,420+40.1% | $5,605+60.5% | $4,779+88.2% |
| Participant deferral / active EE | $5,958 | $7,641-22.0% | $6,927-14.0% | $5,609+6.2% |
| Admin fee / account holder | $7,445 | $13,328-44.1% | $10,705-30.5% | $10,828-31.2% |