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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 | $181,301 | $180,459+0.5% | $154,108+17.6% | $135,380+33.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.48% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,534 | $6,035-58.0% | $5,298-52.2% | $4,779-47.0% |
| Participant deferral / active EE | $5,322 | $5,806-8.3% | $5,081+4.7% | $5,609-5.1% |
| Admin fee / account holder | $419 | $16,145-97.4% | $13,411-96.9% | $10,828-96.1% |