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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 | $166,716 | $180,459-7.6% | $154,108+8.2% | $135,380+23.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $6,731 | $6,035+11.5% | $5,298+27.1% | $4,779+40.8% |
| Participant deferral / active EE | $7,909 | $5,806+36.2% | $5,081+55.7% | $5,609+41.0% |
| Admin fee / account holder | $391 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |