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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 | $179,529 | $160,059+12.2% | $140,019+28.2% | $135,382+32.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.90% | 911.44%-916.3pp | 651.15%-656.0pp | 519.77%-524.7pp |
| Employer contribution / active EE | $5,619 | $6,420-12.5% | $5,605+0.2% | $4,779+17.6% |
| Participant deferral / active EE | $9,730 | $7,641+27.3% | $6,927+40.5% | $5,609+73.5% |
| Admin fee / account holder | $5,433 | $13,328-59.2% | $10,705-49.3% | $10,829-49.8% |