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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 | $181,348 | $180,459+0.5% | $154,108+17.7% | $135,380+34.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.47% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,144 | $6,035+34.9% | $5,298+53.7% | $4,779+70.4% |
| Participant deferral / active EE | $6,464 | $5,806+11.3% | $5,081+27.2% | $5,609+15.2% |
| Admin fee / account holder | $11,961 | $16,145-25.9% | $13,411-10.8% | $10,828+10.5% |