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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 | $164,308 | $180,459-8.9% | $154,108+6.6% | $135,380+21.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.84% | 888.21%-895.1pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $8,831 | $6,035+46.3% | $5,298+66.7% | $4,779+84.8% |
| Participant deferral / active EE | $5,156 | $5,806-11.2% | $5,081+1.5% | $5,609-8.1% |
| Admin fee / account holder | $2,656 | $16,145-83.5% | $13,411-80.2% | $10,828-75.5% |