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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 | $182,992 | $180,459+1.4% | $154,108+18.7% | $135,380+35.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $4,096 | $6,035-32.1% | $5,298-22.7% | $4,779-14.3% |
| Participant deferral / active EE | $5,958 | $5,806+2.6% | $5,081+17.3% | $5,609+6.2% |
| Admin fee / account holder | $662 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |