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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 | $201,344 | $160,059+25.8% | $140,019+43.8% | $135,379+48.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.25% | 911.44%-918.7pp | 651.15%-658.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $10,135 | $6,420+57.9% | $5,605+80.8% | $4,779+112.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,181 | $13,328-1.1% | $10,705+23.1% | $10,828+21.7% |