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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 | $236,188 | $180,466+30.9% | $154,114+53.3% | $135,382+74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.75% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $5,638 | $6,035-6.6% | $5,298+6.4% | $4,779+18.0% |
| Participant deferral / active EE | $3,963 | $5,806-31.8% | $5,081-22.0% | $5,609-29.4% |
| Admin fee / account holder | $7,988 | $16,144-50.5% | $13,411-40.4% | $10,829-26.2% |