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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 | $196,951 | $160,059+23.0% | $140,019+40.7% | $135,380+45.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.28% | 911.48%-916.8pp | 651.17%-656.4pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,363 | $6,420-63.2% | $5,605-57.8% | $4,779-50.5% |
| Participant deferral / active EE | $5,882 | $7,641-23.0% | $6,927-15.1% | $5,609+4.9% |
| Admin fee / account holder | $34,978 | $13,328+162.4% | $10,705+226.7% | $10,828+223.0% |