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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 | $232,201 | $180,459+28.7% | $154,108+50.7% | $135,380+71.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.88% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $5,649 | $6,035-6.4% | $5,298+6.6% | $4,779+18.2% |
| Participant deferral / active EE | $15,092 | $5,806+159.9% | $5,081+197.0% | $5,609+169.1% |
| Admin fee / account holder | $32,013 | $16,145+98.3% | $13,411+138.7% | $10,828+195.6% |