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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 | $187,931 | $180,459+4.1% | $154,108+21.9% | $135,380+38.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.07% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $7,611 | $6,035+26.1% | $5,298+43.7% | $4,779+59.3% |
| Participant deferral / active EE | $4,465 | $5,806-23.1% | $5,081-12.1% | $5,609-20.4% |
| Admin fee / account holder | $10,951 | $16,145-32.2% | $13,411-18.3% | $10,828+1.1% |