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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 | $223,878 | $138,102+62.1% | $125,381+78.6% | $134,532+66.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.99% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $5,595 | $5,245+6.7% | $4,815+16.2% | $4,741+18.0% |
| Participant deferral / active EE | $7,178 | $7,801-8.0% | $7,448-3.6% | $6,401+12.1% |
| Admin fee / account holder | $8,382 | $11,568-27.5% | $10,007-16.2% | $11,429-26.7% |