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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 | $166,945 | $180,459-7.5% | $154,108+8.3% | $135,380+23.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.61% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $7,145 | $6,035+18.4% | $5,298+34.9% | $4,779+49.5% |
| Participant deferral / active EE | $4,713 | $5,806-18.8% | $5,081-7.2% | $5,609-16.0% |
| Admin fee / account holder | $692 | $16,145-95.7% | $13,411-94.8% | $10,828-93.6% |