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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 | $220,329 | $180,459+22.1% | $154,108+43.0% | $135,380+62.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,000 | $6,035-17.2% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $8,667 | $5,806+49.3% | $5,081+70.6% | $5,609+54.5% |
| Admin fee / account holder | $2,529 | $16,145-84.3% | $13,411-81.1% | $10,828-76.6% |