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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 | $239,514 | $180,459+32.7% | $154,108+55.4% | $135,380+76.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.75% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $6,032 | $6,035-0.1% | $5,298+13.9% | $4,779+26.2% |
| Participant deferral / active EE | $4,732 | $5,806-18.5% | $5,081-6.9% | $5,609-15.6% |
| Admin fee / account holder | $631 | $16,145-96.1% | $13,411-95.3% | $10,828-94.2% |