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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 | $173,502 | $180,459-3.9% | $154,108+12.6% | $135,380+28.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.26% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $14,509 | $6,035+140.4% | $5,298+173.9% | $4,779+203.6% |
| Participant deferral / active EE | $7,911 | $5,806+36.3% | $5,081+55.7% | $5,609+41.0% |
| Admin fee / account holder | $2,741 | $16,145-83.0% | $13,411-79.6% | $10,828-74.7% |