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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 | $200,695 | $138,076+45.4% | $123,553+62.4% | $135,380+48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.28% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $5,030 | $5,152-2.4% | $4,628+8.7% | $4,779+5.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,676 | $10,917-20.5% | $9,284-6.6% | $10,828-19.9% |