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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 | $167,630 | $180,466-7.1% | $154,114+8.8% | $135,382+23.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.53% | 888.15%-895.7pp | 735.16%-742.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $11,029 | $6,035+82.7% | $5,298+108.2% | $4,779+130.8% |
| Participant deferral / active EE | $6,747 | $5,806+16.2% | $5,081+32.8% | $5,609+20.3% |
| Admin fee / account holder | $9,460 | $16,144-41.4% | $13,411-29.5% | $10,829-12.6% |