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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 | $147,098 | $180,459-18.5% | $154,108-4.5% | $135,380+8.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,711 | $6,035+11.2% | $5,298+26.7% | $4,779+40.4% |
| Participant deferral / active EE | $7,942 | $5,806+36.8% | $5,081+56.3% | $5,609+41.6% |
| Admin fee / account holder | $918 | $16,145-94.3% | $13,411-93.2% | $10,828-91.5% |