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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 | $247,738 | $160,059+54.8% | $140,019+76.9% | $135,380+83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.98% | 911.48%-918.5pp | 651.17%-658.1pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,037 | $6,420-6.0% | $5,605+7.7% | $4,779+26.3% |
| Participant deferral / active EE | $4,692 | $7,641-38.6% | $6,927-32.3% | $5,609-16.3% |
| Admin fee / account holder | $9,662 | $13,328-27.5% | $10,705-9.7% | $10,828-10.8% |