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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 | $232,242 | $160,059+45.1% | $140,019+65.9% | $135,380+71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.32% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,648 | $6,420-27.6% | $5,605-17.1% | $4,779-2.7% |
| Participant deferral / active EE | $8,941 | $7,641+17.0% | $6,927+29.1% | $5,609+59.4% |
| Admin fee / account holder | $11,331 | $13,328-15.0% | $10,705+5.8% | $10,828+4.6% |