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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 | $178,087 | $180,459-1.3% | $154,108+15.6% | $135,380+31.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.59% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,148 | $6,035+1.9% | $5,298+16.0% | $4,779+28.6% |
| Participant deferral / active EE | $8,489 | $5,806+46.2% | $5,081+67.1% | $5,609+51.3% |
| Admin fee / account holder | $10,302 | $16,145-36.2% | $13,411-23.2% | $10,828-4.9% |