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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 | $181,585 | $180,466+0.6% | $154,114+17.8% | $135,382+34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.80% | 888.15%-892.0pp | 735.16%-739.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $2,411 | $6,035-60.1% | $5,298-54.5% | $4,779-49.6% |
| Participant deferral / active EE | $2,133 | $5,806-63.3% | $5,081-58.0% | $5,609-62.0% |
| Admin fee / account holder | $643 | $16,144-96.0% | $13,411-95.2% | $10,829-94.1% |