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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 | $202,312 | $180,466+12.1% | $154,114+31.3% | $135,382+49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.68% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $5,300 | $6,035-12.2% | $5,2980% | $4,779+10.9% |
| Participant deferral / active EE | $6,075 | $5,806+4.6% | $5,081+19.6% | $5,609+8.3% |
| Admin fee / account holder | $23,430 | $16,144+45.1% | $13,411+74.7% | $10,829+116.4% |