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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 | $168,543 | $180,466-6.6% | $154,114+9.4% | $135,382+24.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.02% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $6,751 | $6,035+11.9% | $5,298+27.4% | $4,779+41.3% |
| Participant deferral / active EE | $3,172 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $709 | $16,144-95.6% | $13,411-94.7% | $10,829-93.4% |