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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 | $146,650 | $180,459-18.7% | $154,108-4.8% | $135,380+8.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.68% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $9,283 | $6,035+53.8% | $5,298+75.2% | $4,779+94.2% |
| Participant deferral / active EE | $10,674 | $5,806+83.8% | $5,081+110.1% | $5,609+90.3% |
| Admin fee / account holder | $975 | $16,145-94.0% | $13,411-92.7% | $10,828-91.0% |