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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 | $179,175 | $180,466-0.7% | $154,114+16.3% | $135,382+32.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.37% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,086 | $6,035-48.9% | $5,298-41.7% | $4,779-35.4% |
| Participant deferral / active EE | $7,746 | $5,806+33.4% | $5,081+52.5% | $5,609+38.1% |
| Admin fee / account holder | $895 | $16,144-94.5% | $13,411-93.3% | $10,829-91.7% |