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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 | $191,705 | $180,459+6.2% | $154,108+24.4% | $135,380+41.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.53% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $15,222 | $6,035+152.2% | $5,298+187.3% | $4,779+218.5% |
| Participant deferral / active EE | $10,021 | $5,806+72.6% | $5,081+97.2% | $5,609+78.7% |
| Admin fee / account holder | $16,441 | $16,145+1.8% | $13,411+22.6% | $10,828+51.8% |