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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 | $212,471 | $180,459+17.7% | $154,108+37.9% | $135,380+56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.60% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $6,453 | $6,035+6.9% | $5,298+21.8% | $4,779+35.0% |
| Participant deferral / active EE | $4,489 | $5,806-22.7% | $5,081-11.7% | $5,609-20.0% |
| Admin fee / account holder | $5,718 | $16,145-64.6% | $13,411-57.4% | $10,828-47.2% |