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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 | $188,941 | $180,466+4.7% | $154,114+22.6% | $135,382+39.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $3,850 | $6,035-36.2% | $5,298-27.3% | $4,779-19.4% |
| Participant deferral / active EE | $8,614 | $5,806+48.3% | $5,081+69.5% | $5,609+53.6% |
| Admin fee / account holder | $4,156 | $16,144-74.3% | $13,411-69.0% | $10,829-61.6% |