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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 | $203,385 | $160,059+27.1% | $140,019+45.3% | $135,382+50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.96% | 911.44%-915.4pp | 651.15%-655.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $4,592 | $6,420-28.5% | $5,605-18.1% | $4,779-3.9% |
| Participant deferral / active EE | $4,036 | $7,641-47.2% | $6,927-41.7% | $5,609-28.0% |
| Admin fee / account holder | $8,489 | $13,328-36.3% | $10,705-20.7% | $10,829-21.6% |