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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 | $144,617 | $180,466-19.9% | $154,114-6.2% | $135,382+6.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.70% | 888.15%-892.9pp | 735.16%-739.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $3,285 | $6,035-45.6% | $5,298-38.0% | $4,779-31.3% |
| Participant deferral / active EE | $8,030 | $5,806+38.3% | $5,081+58.0% | $5,609+43.2% |
| Admin fee / account holder | $24,329 | $16,144+50.7% | $13,411+81.4% | $10,829+124.7% |