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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 | $182,940 | $138,114+32.5% | $125,391+45.9% | $134,545+36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.06% | 750.88%-756.9pp | 572.41%-578.5pp | 418.37%-424.4pp |
| Employer contribution / active EE | $2,935 | $5,246-44.0% | $4,816-39.1% | $4,742-38.1% |
| Participant deferral / active EE | $12,551 | $7,801+60.9% | $7,448+68.5% | $6,401+96.1% |
| Admin fee / account holder | $86,187 | $11,570+644.9% | $10,009+761.1% | $11,431+654.0% |