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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 | $203,516 | $160,059+27.2% | $140,019+45.3% | $135,382+50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.59% | 911.44%-919.0pp | 651.15%-658.7pp | 519.77%-527.4pp |
| Employer contribution / active EE | $4,601 | $6,420-28.3% | $5,605-17.9% | $4,779-3.7% |
| Participant deferral / active EE | $7,936 | $7,641+3.9% | $6,927+14.6% | $5,609+41.5% |
| Admin fee / account holder | $18,193 | $13,328+36.5% | $10,705+69.9% | $10,829+68.0% |