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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 | $160,541 | $180,459-11.0% | $154,108+4.2% | $135,380+18.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $24,221 | $6,035+301.3% | $5,298+357.2% | $4,779+406.8% |
| Participant deferral / active EE | $21,208 | $5,806+265.3% | $5,081+317.4% | $5,609+278.1% |
| Admin fee / account holder | $819 | $16,145-94.9% | $13,411-93.9% | $10,828-92.4% |