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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 | $148,523 | $160,059-7.2% | $140,019+6.1% | $135,380+9.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.22% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,571 | $6,420-44.4% | $5,605-36.3% | $4,779-25.3% |
| Participant deferral / active EE | $14,403 | $7,641+88.5% | $6,927+107.9% | $5,609+156.8% |
| Admin fee / account holder | $2,602 | $13,328-80.5% | $10,705-75.7% | $10,828-76.0% |