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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 | $223,062 | $138,075+61.6% | $123,552+80.5% | $135,379+64.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.97% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $4,329 | $5,152-16.0% | $4,628-6.5% | $4,779-9.4% |
| Participant deferral / active EE | $9,098 | $6,800+33.8% | $6,426+41.6% | $5,609+62.2% |
| Admin fee / account holder | $12,030 | $10,917+10.2% | $9,285+29.6% | $10,828+11.1% |