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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 | $198,654 | $138,078+43.9% | $125,363+58.5% | $134,509+47.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.57% | 750.49%-759.1pp | 572.15%-580.7pp | 418.13%-426.7pp |
| Employer contribution / active EE | $4,681 | $5,245-10.8% | $4,815-2.8% | $4,741-1.3% |
| Participant deferral / active EE | $12,363 | $7,800+58.5% | $7,447+66.0% | $6,400+93.2% |
| Admin fee / account holder | $6,790 | $11,566-41.3% | $10,005-32.1% | $11,427-40.6% |