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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 | $213,532 | $180,459+18.3% | $154,108+38.6% | $135,380+57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $8,724 | $6,035+44.6% | $5,298+64.7% | $4,779+82.6% |
| Participant deferral / active EE | $20,200 | $5,806+247.9% | $5,081+297.6% | $5,609+260.1% |
| Admin fee / account holder | $5,507 | $16,145-65.9% | $13,411-58.9% | $10,828-49.1% |