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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 | $248,129 | $138,114+79.7% | $125,391+97.9% | $134,545+84.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.16% | 750.88%-756.0pp | 572.41%-577.6pp | 418.37%-423.5pp |
| Employer contribution / active EE | $4,937 | $5,246-5.9% | $4,816+2.5% | $4,742+4.1% |
| Participant deferral / active EE | $16,179 | $7,801+107.4% | $7,448+117.2% | $6,401+152.7% |
| Admin fee / account holder | $2,594 | $11,570-77.6% | $10,009-74.1% | $11,431-77.3% |