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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 | $140,233 | $180,462-22.3% | $154,111-9.0% | $135,379+3.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.85% | 888.17%-892.0pp | 735.18%-739.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $8,795 | $6,036+45.7% | $5,298+66.0% | $4,779+84.0% |
| Participant deferral / active EE | $7,588 | $5,806+30.7% | $5,081+49.3% | $5,609+35.3% |
| Admin fee / account holder | $2,457 | $16,145-84.8% | $13,411-81.7% | $10,828-77.3% |