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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 | $171,989 | $180,466-4.7% | $154,114+11.6% | $135,382+27.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.07% | 888.15%-889.2pp | 735.16%-736.2pp | 519.77%-520.8pp |
| Employer contribution / active EE | $8,017 | $6,035+32.8% | $5,298+51.3% | $4,779+67.8% |
| Participant deferral / active EE | $10,371 | $5,806+78.6% | $5,081+104.1% | $5,609+84.9% |
| Admin fee / account holder | $4,328 | $16,144-73.2% | $13,411-67.7% | $10,829-60.0% |