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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 | $184,665 | $138,102+33.7% | $125,381+47.3% | $134,532+37.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.28% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $4,376 | $5,245-16.6% | $4,815-9.1% | $4,741-7.7% |
| Participant deferral / active EE | $10,891 | $7,801+39.6% | $7,448+46.2% | $6,401+70.1% |
| Admin fee / account holder | $1,773 | $11,568-84.7% | $10,007-82.3% | $11,429-84.5% |