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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 | $208,278 | $180,462+15.4% | $154,111+35.1% | $135,379+53.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $4,425 | $6,036-26.7% | $5,298-16.5% | $4,779-7.4% |
| Participant deferral / active EE | $6,244 | $5,806+7.5% | $5,081+22.9% | $5,609+11.3% |
| Admin fee / account holder | $10,448 | $16,145-35.3% | $13,411-22.1% | $10,828-3.5% |