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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 | $232,700 | $180,462+28.9% | $154,111+51.0% | $135,379+71.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.44% | 888.17%-893.6pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,707 | $6,036-55.1% | $5,298-48.9% | $4,779-43.4% |
| Participant deferral / active EE | $6,451 | $5,806+11.1% | $5,081+27.0% | $5,609+15.0% |
| Admin fee / account holder | $3,733 | $16,145-76.9% | $13,411-72.2% | $10,828-65.5% |