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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 | $221,438 | $180,459+22.7% | $154,108+43.7% | $135,380+63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.12% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $5,600 | $6,035-7.2% | $5,298+5.7% | $4,779+17.2% |
| Participant deferral / active EE | $5,021 | $5,806-13.5% | $5,081-1.2% | $5,609-10.5% |
| Admin fee / account holder | $59,291 | $16,145+267.2% | $13,411+342.1% | $10,828+447.6% |