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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 | $206,127 | $138,114+49.2% | $125,391+64.4% | $134,545+53.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.26% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $5,456 | $5,246+4.0% | $4,816+13.3% | $4,742+15.1% |
| Participant deferral / active EE | $12,424 | $7,801+59.3% | $7,448+66.8% | $6,401+94.1% |
| Admin fee / account holder | $525 | $11,570-95.5% | $10,009-94.8% | $11,431-95.4% |