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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 | $166,977 | $180,462-7.5% | $154,111+8.3% | $135,379+23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.28% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $9,559 | $6,036+58.4% | $5,298+80.4% | $4,779+100.0% |
| Participant deferral / active EE | $5,183 | $5,806-10.7% | $5,081+2.0% | $5,609-7.6% |
| Admin fee / account holder | $7,206 | $16,145-55.4% | $13,411-46.3% | $10,828-33.4% |