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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 | $206,335 | $180,466+14.3% | $154,114+33.9% | $135,382+52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.80% | 888.15%-891.0pp | 735.16%-738.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $2,857 | $6,035-52.7% | $5,298-46.1% | $4,779-40.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,129 | $16,144-68.2% | $13,411-61.8% | $10,829-52.6% |